Logan Capital Management’s Otis Worldwide OTIS Stock Holding History

Logan Capital 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	-101	Closed	-$9.23K	–	412
2025 Q3	$9.23K	Hold	101	–	–	﹤0.01%	350
2025 Q2	$10K	Sell	101 -1,002	-91%	-$96.7K	﹤0.01%	343
2025 Q1	$114K	Hold	1,103	–	–	0.01%	302
2024 Q4	$102K	Hold	1,103	–	–	﹤0.01%	313
2024 Q3	$115K	Sell	1,103 -102	-8%	-$9.72K	﹤0.01%	313
2024 Q2	$116K	Hold	1,205	–	–	0.01%	305
2024 Q1	$120K	Sell	1,205 -1,050	-47%	-$97K	0.01%	305
2023 Q4	$202K	Hold	2,255	–	–	0.01%	290
2023 Q3	$181K	Hold	2,255	–	–	0.01%	283
2023 Q2	$201K	Hold	2,255	–	–	0.01%	276
2023 Q1	$190K	Hold	2,255	–	–	0.01%	289
2022 Q4	$177K	Hold	2,255	–	–	0.01%	296
2022 Q3	$144K	Sell	2,255 -147	-6%	-$10.8K	0.01%	290
2022 Q2	$170K	Sell	2,402 -35	-1%	-$2.58K	0.01%	289
2022 Q1	$188K	Hold	2,437	–	–	0.01%	290
2021 Q4	$212K	Hold	2,437	–	–	0.01%	290
2021 Q3	$200K	Hold	2,437	–	–	0.01%	292
2021 Q2	$199K	Hold	2,437	–	–	0.01%	289
2021 Q1	$167K	Buy	+2,437	New	+$159K	0.01%	289

Other funds holding OTIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Logan Capital Management's OTIS Position: Q4 2025 in Review

Logan Capital Management sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 101 shares — an estimated $9.23K sold.

Logan Capital Management first reported a position in OTIS in Q1 2021 and held it in 19 quarters. The position peaked at $212K in Q4 2021. 1,307 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Logan Capital Management reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 101 Otis Worldwide shares in Q4 2025, an estimated $9.23K.
Logan Capital Management first reported a position in Otis Worldwide in Q1 2021 and held it in 19 quarters.
Logan Capital Management's Otis Worldwide position peaked at $212K in Q4 2021.
1,307 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.