IP
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Interval Partners’s Otis Worldwide OTIS Stock Holding History

Interval Partners’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-59,186
Closed -$5.86M – 452
2025
Q2 		$5.86M Buy
+59,186
New +$5.71M 0.1% 189
2023
Q1 		– Sell
-123,767
Closed -$9.69M – 321
2022
Q4 		$9.69M Buy
+123,767
New +$9.14M 0.58% 52
2021
Q3 		– Sell
-99,751
Closed -$8.16M – 345
2021
Q2 		$8.16M Sell
99,751
-6,890
-6% -$530K 0.34% 90
2021
Q1 		$7.3M Sell
106,641
-37,717
-26% -$2.47M 0.28% 99
2020
Q4 		$9.75M Sell
144,358
-4,906
-3% -$318K 0.41% 64
2020
Q3 		$9.32M Buy
+149,264
New +$9.13M 0.52% 49

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Interval Partners's OTIS Position: Q3 2025 in Review

Interval Partners sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 59,186 shares — an estimated $5.86M sold.

Interval Partners first reported a position in OTIS in Q3 2020 and held it in 6 quarters. The position peaked at $9.75M in Q4 2020. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Interval Partners reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Interval Partners sold 59,186 Otis Worldwide shares in Q3 2025, an estimated $5.86M.
  • Interval Partners first reported a position in Otis Worldwide in Q3 2020 and held it in 6 quarters.
  • Interval Partners's Otis Worldwide position peaked at $9.75M in Q4 2020.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Interval Partners's 13F filing for Q3 2025, filed 14 Nov 2025.