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Monterey Private Wealth’s Otis Worldwide OTIS Stock Holding History

Monterey Private Wealth’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
Q1 		$414K Hold
4,008
– – 0.12% 78
2024
Q4 		$371K Sell
4,008
-167
-4% -$16.7K 0.12% 80
2024
Q3 		$434K Sell
4,175
-768
-16% -$73.2K 0.15% 64
2024
Q2 		$476K Hold
4,943
– – 0.18% 60
2024
Q1 		$491K Buy
4,943
+8
+0.2% +$739 0.2% 57
2023
Q4 		$441K Sell
4,935
-41
-0.8% -$3.41K 0.2% 56
2023
Q3 		$400K Sell
4,976
-166
-3% -$14.2K 0.2% 57
2023
Q2 		$458K Sell
5,142
-521
-9% -$43.9K 0.22% 53
2023
Q1 		$478K Sell
5,663
-158
-3% -$13.1K 0.25% 56
2022
Q4 		$456K Buy
5,821
+27
+0.5% +$1.99K 0.25% 51
2022
Q3 		$374K Hold
5,794
– – 0.22% 59
2022
Q2 		$409K Buy
5,794
+1
+0% +$74 0.23% 59
2022
Q1 		$450K Buy
5,793
+1,171
+25% +$93.6K 0.22% 64
2021
Q4 		$402K Buy
4,622
+38
+0.8% +$3.18K 0.2% 68
2021
Q3 		$382K Hold
4,584
– – 0.21% 63
2021
Q2 		$375K Buy
4,584
+272
+6% +$20.9K 0.22% 62
2021
Q1 		$329K Sell
4,312
-186
-4% -$12.2K 0.18% 65
2020
Q4 		$304K Buy
4,498
+1
+0% +$65 0.18% 62
2020
Q3 		$281K Hold
4,497
– – 0.18% 61
2020
Q2 		$256K Buy
+4,497
New +$233K 0.18% 62

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Monterey Private Wealth's OTIS Position: Q1 2025 in Review

Monterey Private Wealth held its Otis Worldwide (OTIS) position steady in Q1 2025 at 4,008 shares worth $414K. The position accounts for 0.12% of the portfolio, ranked #78.

Monterey Private Wealth first reported a position in OTIS in Q2 2020 and has held it in 20 quarters since. The position peaked at $491K in Q1 2024. 1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Monterey Private Wealth held 4,008 shares of Otis Worldwide worth $414K as of Q1 2025.
  • Monterey Private Wealth left its Otis Worldwide share count unchanged in Q1 2025.
  • Otis Worldwide made up 0.12% of Monterey Private Wealth's portfolio in Q1 2025, its #78 holding.
  • Monterey Private Wealth first reported a position in Otis Worldwide in Q2 2020 and has held it in 20 quarters since.
  • Monterey Private Wealth's Otis Worldwide position peaked at $491K in Q1 2024.
  • 1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.