Marathon Capital Management’s Otis Worldwide OTIS Stock Holding History

Marathon 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 Q2	–	Sell	-1,999	Closed	-$206K	–	172
2025 Q1	$206K	Buy	+1,999	New	+$195K	0.05%	145
2024 Q4	–	Sell	-1,997	Closed	-$208K	–	160
2024 Q3	$208K	Buy	+1,997	New	+$190K	0.05%	141

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

Marathon Capital Management's OTIS Position: Q2 2025 in Review

Marathon Capital Management sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 1,999 shares — an estimated $206K sold.

Marathon Capital Management first reported a position in OTIS in Q3 2024 and held it in 2 quarters. The position peaked at $208K in Q3 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Marathon Capital Management reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Marathon Capital Management sold 1,999 Otis Worldwide shares in Q2 2025, an estimated $206K.
Marathon Capital Management first reported a position in Otis Worldwide in Q3 2024 and held it in 2 quarters.
Marathon Capital Management's Otis Worldwide position peaked at $208K in Q3 2024.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Marathon Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.