LNWWM
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Laird Norton Wetherby Wealth Management’s Otis Worldwide OTIS Stock Holding History

Laird Norton Wetherby 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
Q3 		$420K Sell
4,593
-709
-13% -$64.4K 0.02% 637
2025
Q2 		$525K Buy
+5,302
New +$512K 0.02% 542
2024
Q4 		$482K Sell
5,205
-234
-4% -$23.5K 0.02% 544
2024
Q3 		$565K Sell
5,439
-645
-11% -$61.5K 0.03% 516
2024
Q2 		$586K Buy
6,084
+28
+0.5% +$2.7K 0.03% 494
2024
Q1 		$601K Sell
6,056
-146
-2% -$13.5K 0.03% 506
2023
Q4 		$555K Buy
6,202
+94
+2% +$7.82K 0.03% 515
2023
Q3 		$491K Sell
6,108
-109
-2% -$9.32K 0.03% 529
2023
Q2 		$553K Sell
6,217
-70
-1% -$5.9K 0.03% 504
2023
Q1 		$531K Buy
6,287
+801
+15% +$66.3K 0.03% 511
2022
Q4 		$430K Sell
5,486
-6
-0.1% -$443 0.03% 568
2022
Q3 		$350K Sell
5,492
-193
-3% -$14.1K 0.02% 604
2022
Q2 		$402K Buy
5,685
+111
+2% +$8.18K 0.03% 568
2022
Q1 		$429K Buy
5,574
+368
+7% +$29.4K 0.02% 570
2021
Q4 		$453K Buy
5,206
+159
+3% +$13.3K 0.03% 563
2021
Q3 		$415K Sell
5,047
-9
-0.2% -$791 0.03% 572
2021
Q2 		$413K Buy
5,056
+118
+2% +$9.08K 0.03% 585
2021
Q1 		$338K Sell
4,938
-616
-11% -$40.3K 0.03% 561
2020
Q4 		$375K Buy
5,554
+315
+6% +$20.4K 0.03% 564
2020
Q3 		$327K Sell
5,239
-208
-4% -$12.7K 0.03% 498
2020
Q2 		$310K Buy
+5,447
New +$282K 0.03% 497

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 $3.37T AUM 44.26% 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

Laird Norton Wetherby Wealth Management's OTIS Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Otis Worldwide (OTIS) stake by 13% in Q3 2025, selling an estimated $64.4K and leaving 4,593 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #637.

Laird Norton Wetherby Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 21 quarters since. The position peaked at $601K in Q1 2024. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 4,593 shares of Otis Worldwide worth $420K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 709 Otis Worldwide shares in Q3 2025, an estimated $64.4K.
  • Otis Worldwide made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #637 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 21 quarters since.
  • Laird Norton Wetherby Wealth Management's Otis Worldwide position peaked at $601K in Q1 2024.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.