KI
OTIS icon

Kapitalo Investimentos’s Otis Worldwide OTIS Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-426
Closed -$39.5K – 255
2024
Q4 		$39.5K Buy
+426
New +$42.7K 0.03% 233
2023
Q4 		– Sell
-2,228
Closed -$179K – 671
2023
Q3 		$179K Buy
+2,228
New +$191K 0.02% 312

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kapitalo Investimentos's OTIS Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 426 shares — an estimated $39.5K sold.

Kapitalo Investimentos first reported a position in OTIS in Q3 2023 and held it in 2 quarters. The position peaked at $179K in Q3 2023. 1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 426 Otis Worldwide shares in Q1 2025, an estimated $39.5K.
  • Kapitalo Investimentos first reported a position in Otis Worldwide in Q3 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Otis Worldwide position peaked at $179K in Q3 2023.
  • 1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.