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J.P. Marvel Investment Advisors’s Otis Worldwide OTIS Stock Holding History

J.P. Marvel Investment Advisors’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
-25,279
Closed -$2.5M – 65
2025
Q2 		$2.5M Sell
25,279
-1,663
-6% -$161K 0.4% 41
2025
Q1 		$2.78M Sell
26,942
-2
-0% -$195 0.48% 42
2024
Q4 		$2.5M Hold
26,944
– – 0.41% 43
2024
Q3 		$2.8M Sell
26,944
-178
-0.7% -$17K 0.46% 47
2024
Q2 		$2.61M Hold
27,122
– – 0.43% 47
2024
Q1 		$2.69M Buy
27,122
+5,518
+26% +$510K 0.47% 46
2023
Q4 		$1.93M Sell
21,604
-465
-2% -$38.7K 0.38% 49
2023
Q3 		$1.77M Hold
22,069
– – 0.38% 50
2023
Q2 		$1.96M Sell
22,069
-140
-0.6% -$11.8K 0.41% 51
2023
Q1 		$1.87M Hold
22,209
– – 0.42% 53
2022
Q4 		$1.74M Sell
22,209
-930
-4% -$68.7K 0.41% 51
2022
Q3 		$1.48M Sell
23,139
-211
-0.9% -$15.4K 0.38% 53
2022
Q2 		$1.65M Sell
23,350
-763
-3% -$56.2K 0.4% 51
2022
Q1 		$1.85M Sell
24,113
-150
-0.6% -$12K 0.38% 51
2021
Q4 		$2.11M Hold
24,263
– – 0.41% 46
2021
Q3 		$2M Buy
24,263
+115
+0.5% +$10.1K 0.6% 36
2021
Q2 		$1.98M Sell
24,148
-260
-1% -$20K 0.42% 49
2021
Q1 		$1.67M Sell
24,408
-934
-4% -$61.1K 0.4% 51
2020
Q4 		$1.71M Hold
25,342
– – 0.44% 45
2020
Q3 		$1.58M Sell
25,342
-270
-1% -$16.5K 0.46% 46
2020
Q2 		$1.46M Buy
+25,612
New +$1.33M 0.46% 42

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

J.P. Marvel Investment Advisors's OTIS Position: Q3 2025 in Review

J.P. Marvel Investment Advisors sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 25,279 shares — an estimated $2.5M sold.

J.P. Marvel Investment Advisors first reported a position in OTIS in Q2 2020 and held it in 21 quarters. The position peaked at $2.8M in Q3 2024. 1,251 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • J.P. Marvel Investment Advisors reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • J.P. Marvel Investment Advisors sold 25,279 Otis Worldwide shares in Q3 2025, an estimated $2.5M.
  • J.P. Marvel Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 21 quarters.
  • J.P. Marvel Investment Advisors's Otis Worldwide position peaked at $2.8M in Q3 2024.
  • 1,251 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on J.P. Marvel Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.