Liontrust Investment Partners’s Otis Worldwide OTIS Stock Holding History

Liontrust Investment Partners’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	–	Sell	-24,159	Closed	-$2.49M	–	216
2025 Q1	$2.49M	Sell	24,159 -859	-3%	-$83.9K	0.04%	143
2024 Q4	$2.32M	Hold	25,018	–	–	0.03%	141
2024 Q3	$2.41M	Hold	25,018	–	–	0.03%	139
2024 Q2	$2.41M	Hold	25,018	–	–	0.03%	139
2024 Q1	$2.48M	Sell	25,018 -791	-3%	-$73.1K	0.03%	143
2023 Q4	$2.31M	Buy	25,809 +6,279	+32%	+$522K	0.03%	141
2023 Q3	$1.57M	Buy	+19,530	New	+$1.67M	0.03%	150
2023 Q1	–	Sell	-100,000	Closed	-$7.83M	–	222
2022 Q4	$7.83M	Sell	100,000 -5,000	-5%	-$369K	0.14%	72
2022 Q3	$6.7M	Sell	105,000 -55,000	-34%	-$4.02M	0.11%	109
2022 Q2	$11.3M	Sell	160,000 -10,000	-6%	-$737K	0.16%	83
2022 Q1	$13.1M	Buy	170,000 +10,000	+6%	+$799K	0.17%	64
2021 Q4	$13.9M	Buy	+160,000	New	+$13.4M	0.17%	66

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Liontrust Investment Partners's OTIS Position: Q2 2025 in Review

Liontrust Investment Partners sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 24,159 shares — an estimated $2.49M sold.

Liontrust Investment Partners first reported a position in OTIS in Q4 2021 and held it in 12 quarters. The position peaked at $13.9M in Q4 2021. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Liontrust Investment Partners reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Liontrust Investment Partners sold 24,159 Otis Worldwide shares in Q2 2025, an estimated $2.49M.
Liontrust Investment Partners first reported a position in Otis Worldwide in Q4 2021 and held it in 12 quarters.
Liontrust Investment Partners's Otis Worldwide position peaked at $13.9M in Q4 2021.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Liontrust Investment Partners's 13F filing for Q2 2025, filed 19 Aug 2025.