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Mattson Financial Services’s Otis Worldwide OTIS Stock Holding History

Mattson Financial Services’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
-225
Closed -$23.2K – 293
2025
Q1 		$23.2K Hold
225
– – 0.01% 220
2024
Q4 		$23.4K Buy
+225
New +$22.6K 0.01% 217

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Mattson Financial Services's OTIS Position: Q2 2025 in Review

Mattson Financial Services sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 225 shares — an estimated $23.2K sold.

Mattson Financial Services first reported a position in OTIS in Q4 2024 and held it in 2 quarters. The position peaked at $23.4K in Q4 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Mattson Financial Services reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 225 Otis Worldwide shares in Q2 2025, an estimated $23.2K.
  • Mattson Financial Services first reported a position in Otis Worldwide in Q4 2024 and held it in 2 quarters.
  • Mattson Financial Services's Otis Worldwide position peaked at $23.4K in Q4 2024.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.