Members Trust
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Members Trust’s Otis Worldwide OTIS Stock Holding History

Members Trust’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
-2,179
Closed -$216K – 151
2025
Q2 		$216K Sell
2,179
-477
-18% -$46K 0.01% 130
2025
Q1 		$274K Buy
2,656
+2
+0.1% +$195 0.01% 106
2024
Q4 		$246K Sell
2,654
-87
-3% -$8.72K 0.01% 106
2024
Q3 		$285K Sell
2,741
-215
-7% -$20.5K 0.01% 100
2024
Q2 		$285K Hold
2,956
– – 0.01% 100
2024
Q1 		$293K Sell
2,956
-477
-14% -$44.1K 0.01% 93
2023
Q4 		$308K Hold
3,433
– – 0.01% 91
2023
Q3 		$276K Hold
3,433
– – 0.01% 90
2023
Q2 		$306K Buy
+3,433
New +$289K 0.01% 91
2022
Q4 		– Sell
-3,461
Closed -$221K – 89
2022
Q3 		$221K Hold
3,461
– – 0.01% 100
2022
Q2 		$245K Sell
3,461
-54
-2% -$3.98K 0.01% 93
2022
Q1 		$270K Sell
3,515
-112
-3% -$8.95K 0.01% 99
2021
Q4 		$316K Buy
3,627
+54
+2% +$4.52K 0.01% 95
2021
Q3 		$298K Hold
3,573
– – 0.01% 96
2021
Q2 		$292K Sell
3,573
-38
-1% -$2.92K 0.01% 100
2021
Q1 		$247K Sell
3,611
-94
-3% -$6.14K 0.01% 98
2020
Q4 		$250K Sell
3,705
-570
-13% -$37K 0.01% 94
2020
Q3 		$267K Buy
+4,275
New +$261K 0.01% 87

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 $3.37T AUM 44.26% 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

Members Trust's OTIS Position: Q3 2025 in Review

Members Trust sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,179 shares — an estimated $216K sold.

Members Trust first reported a position in OTIS in Q3 2020 and held it in 18 quarters. The position peaked at $316K in Q4 2021. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Members Trust reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Members Trust sold 2,179 Otis Worldwide shares in Q3 2025, an estimated $216K.
  • Members Trust first reported a position in Otis Worldwide in Q3 2020 and held it in 18 quarters.
  • Members Trust's Otis Worldwide position peaked at $316K in Q4 2021.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Members Trust's 13F filing for Q3 2025, filed 14 Nov 2025.