IF
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Intrua Financial’s Otis Worldwide OTIS Stock Holding History

Intrua Financial’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
-2,383
Closed -$236K – 457
2025
Q2 		$236K Sell
2,383
-293
-11% -$28.3K 0.03% 336
2025
Q1 		$276K Sell
2,676
-628
-19% -$61.4K 0.04% 296
2024
Q4 		$306K Sell
3,304
-245
-7% -$24.6K 0.05% 274
2024
Q3 		$369K Sell
3,549
-148
-4% -$14.1K 0.06% 275
2024
Q2 		$356K Sell
3,697
-293
-7% -$28.2K 0.06% 280
2024
Q1 		$396K Buy
3,990
+249
+7% +$23K 0.06% 277
2023
Q4 		$335K Sell
3,741
-546
-13% -$45.4K 0.05% 298
2023
Q3 		$344K Buy
4,287
+462
+12% +$39.5K 0.06% 251
2023
Q2 		$340K Buy
3,825
+991
+35% +$83.5K 0.06% 253
2023
Q1 		$239K Buy
2,834
+77
+3% +$6.37K 0.05% 290
2022
Q4 		$220K Buy
+2,757
New +$204K 0.05% 301

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return