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MBB Public Markets’s Otis Worldwide OTIS Stock Holding History

MBB Public Markets’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 		– Sell
-2,525
Closed -$250K – 363
2025
Q2 		$250K Sell
2,525
-588
-19% -$56.8K 0.02% 361
2025
Q1 		$321K Buy
+3,113
New +$304K 0.04% 215
2024
Q4 		– Sell
-3,060
Closed -$318K – 425
2024
Q3 		$318K Sell
3,060
-26,930
-90% -$2.57M 0.02% 373
2024
Q2 		$2.89M Buy
+29,990
New +$2.89M 0.06% 263
2022
Q1 		– Sell
-3,398
Closed -$296K – 346
2021
Q4 		$296K Buy
+3,398
New +$284K 0.01% 362

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 $3.38T AUM 44.17% 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

MBB Public Markets's OTIS Position: Q3 2025 in Review

MBB Public Markets sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,525 shares — an estimated $250K sold.

MBB Public Markets first reported a position in OTIS in Q4 2021 and held it in 5 quarters. The position peaked at $2.89M in Q2 2024. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • MBB Public Markets reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 2,525 Otis Worldwide shares in Q3 2025, an estimated $250K.
  • MBB Public Markets first reported a position in Otis Worldwide in Q4 2021 and held it in 5 quarters.
  • MBB Public Markets's Otis Worldwide position peaked at $2.89M in Q2 2024.
  • 1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.