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Iron Horse Wealth Management’s Otis Worldwide OTIS Stock Holding History

Iron Horse Wealth Management’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
Q2 		$2.67K Hold
27
– – ﹤0.01% 446
2025
Q1 		$2.79K Hold
27
– – ﹤0.01% 428
2024
Q4 		$2.5K Buy
27
+9
+50% +$903 ﹤0.01% 367
2024
Q3 		$1.87K Buy
18
+9
+100% +$857 ﹤0.01% 389
2024
Q2 		$866 Hold
9
– – ﹤0.01% 427
2024
Q1 		$893 Buy
+9
New +$832 ﹤0.01% 413

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Iron Horse Wealth Management's OTIS Position: Q2 2025 in Review

Iron Horse Wealth Management held its Otis Worldwide (OTIS) position steady in Q2 2025 at 27 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Iron Horse Wealth Management first reported a position in OTIS in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.79K in Q1 2025. 1,270 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Iron Horse Wealth Management held 27 shares of Otis Worldwide worth $2.67K as of Q2 2025.
  • Iron Horse Wealth Management left its Otis Worldwide share count unchanged in Q2 2025.
  • Otis Worldwide made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #446 holding.
  • Iron Horse Wealth Management first reported a position in Otis Worldwide in Q1 2024 and has held it in 6 quarters since.
  • Iron Horse Wealth Management's Otis Worldwide position peaked at $2.79K in Q1 2025.
  • 1,270 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.