McClarren Financial Advisors’s Otis Worldwide OTIS Stock Holding History

McClarren Financial Advisors’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	-117	Closed	-$12K	–	227
2025 Q1	$12K	Hold	117	–	–	0.01%	206
2024 Q4	$10K	Hold	117	–	–	0.03%	152
2024 Q3	$12K	Buy	117 +21	+22%	+$2K	﹤0.01%	182
2024 Q2	$11K	Sell	96 -121	-56%	-$11.7K	0.01%	242
2024 Q1	$22K	Hold	217	–	–	0.02%	212
2023 Q4	$19K	Buy	217 +101	+87%	+$8.4K	0.01%	241
2023 Q3	$9K	Hold	116	–	–	0.01%	258
2023 Q2	$10K	Buy	116 +1	+0.9%	+$84	0.01%	255
2023 Q1	$9K	Hold	115	–	–	0.01%	248
2022 Q4	$9K	Buy	115 +1	+0.9%	+$74	0.01%	253
2022 Q3	$7K	Buy	+114	New	+$8.34K	0.01%	244
2022 Q2	–	Sell	-154	Closed	-$11K	–	191
2022 Q1	$11K	Sell	154 -1	-0.6%	-$80	0.01%	205
2021 Q4	$14K	Buy	155 +2	+1%	+$167	0.01%	223
2021 Q3	$12K	Hold	153	–	–	0.01%	209
2021 Q2	$12K	Hold	153	–	–	0.01%	220
2021 Q1	$10K	Buy	153 +1	+0.7%	+$65	0.01%	199
2020 Q4	$10K	Buy	+152	New	+$9.86K	0.01%	170

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

McClarren Financial Advisors's OTIS Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 117 shares — an estimated $12K sold.

McClarren Financial Advisors first reported a position in OTIS in Q4 2020 and held it in 17 quarters. The position peaked at $22K in Q1 2024. 1,270 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

McClarren Financial Advisors reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 117 Otis Worldwide shares in Q2 2025, an estimated $12K.
McClarren Financial Advisors first reported a position in Otis Worldwide in Q4 2020 and held it in 17 quarters.
McClarren Financial Advisors's Otis Worldwide position peaked at $22K in Q1 2024.
1,270 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.