Members Trust
OTIS icon

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 $5.7T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return