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Jackson Thornton Wealth Management’s Otis Worldwide OTIS Stock Holding History

Jackson Thornton 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
Q4 		– Sell
-2,844
Closed -$260K – 337
2025
Q3 		$260K Buy
+2,844
New +$258K 0.03% 213

Other funds holding OTIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jackson Thornton Wealth Management's OTIS Position: Q4 2025 in Review

Jackson Thornton Wealth Management sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 2,844 shares — an estimated $260K sold.

Jackson Thornton Wealth Management first reported a position in OTIS in Q3 2025 and held it in 1 quarter. The position peaked at $260K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • Jackson Thornton Wealth Management reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 2,844 Otis Worldwide shares in Q4 2025, an estimated $260K.
  • Jackson Thornton Wealth Management first reported a position in Otis Worldwide in Q3 2025 and held it in 1 quarter.
  • Jackson Thornton Wealth Management's Otis Worldwide position peaked at $260K in Q3 2025.
  • 1,308 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Jackson Thornton Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.