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OTIS icon

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 0.05% 275
2024
Q2 		$356K Sell
3,697
-293
-7% -$28.2K 0.05% 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 $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 $3.38T AUM 44.17% 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

Intrua Financial's OTIS Position: Q3 2025 in Review

Intrua Financial sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,383 shares — an estimated $236K sold.

Intrua Financial first reported a position in OTIS in Q4 2022 and held it in 11 quarters. The position peaked at $396K in Q1 2024. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Intrua Financial reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Intrua Financial sold 2,383 Otis Worldwide shares in Q3 2025, an estimated $236K.
  • Intrua Financial first reported a position in Otis Worldwide in Q4 2022 and held it in 11 quarters.
  • Intrua Financial's Otis Worldwide position peaked at $396K in Q1 2024.
  • 1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Intrua Financial's 13F filing for Q3 2025, filed 29 Oct 2025.