Moisand Fitzgerald Tamayo’s Otis Worldwide OTIS Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-27	Closed	-$2.47K	–	562
2025 Q3	$2.47K	Hold	27	–	–	﹤0.01%	494
2025 Q2	$2.67K	Hold	27	–	–	﹤0.01%	477
2025 Q1	$2.79K	Hold	27	–	–	﹤0.01%	470
2024 Q4	$2.5K	Hold	27	–	–	﹤0.01%	501
2024 Q3	$2.81K	Hold	27	–	–	﹤0.01%	497
2024 Q2	$2.6K	Hold	27	–	–	﹤0.01%	475
2024 Q1	$2.68K	Hold	27	–	–	﹤0.01%	465
2023 Q4	$2.42K	Sell	27 -234	-90%	-$19.5K	﹤0.01%	516
2023 Q3	$21K	Hold	261	–	–	﹤0.01%	256
2023 Q2	$23.2K	Hold	261	–	–	﹤0.01%	237
2023 Q1	$22K	Hold	261	–	–	﹤0.01%	248
2022 Q4	$20.4K	Hold	261	–	–	﹤0.01%	251
2022 Q3	$17K	Buy	261 +27	+12%	+$1.98K	﹤0.01%	244
2022 Q2	$17K	Buy	+234	New	+$17.2K	﹤0.01%	240
2021 Q3	–	Sell	-130	Closed	-$11K	–	407
2021 Q2	$11K	Buy	+130	New	+$10K	﹤0.01%	257
2021 Q1	–	Sell	-4	Closed	–	–	392
2020 Q4	$0	Buy	+4	New	+$259	﹤0.01%	378
2020 Q3	–	Sell	-54	Closed	-$3K	–	351
2020 Q2	$3K	Buy	+54	New	+$2.8K	﹤0.01%	259

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

Moisand Fitzgerald Tamayo's OTIS Position: Q4 2025 in Review

Moisand Fitzgerald Tamayo sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 27 shares — an estimated $2.47K sold.

Moisand Fitzgerald Tamayo first reported a position in OTIS in Q2 2020 and held it in 17 quarters. The position peaked at $23.2K in Q2 2023. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Moisand Fitzgerald Tamayo reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 27 Otis Worldwide shares in Q4 2025, an estimated $2.47K.
Moisand Fitzgerald Tamayo first reported a position in Otis Worldwide in Q2 2020 and held it in 17 quarters.
Moisand Fitzgerald Tamayo's Otis Worldwide position peaked at $23.2K in Q2 2023.
1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.