Montis Financial’s Otis Worldwide OTIS Stock Holding History

Montis Financial’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	-2,156	Closed	-$214K	–	160
2025 Q2	$214K	Hold	2,156	–	–	0.06%	132
2025 Q1	$223K	Sell	2,156 -60	-3%	-$5.86K	0.07%	133
2024 Q4	$205K	Buy	2,216 +110	+5%	+$11K	0.06%	134
2024 Q3	$219K	Sell	2,106 -215	-9%	-$20.5K	0.08%	101
2024 Q2	$223K	Sell	2,321 -87	-4%	-$8.38K	0.1%	75
2024 Q1	$239K	Sell	2,408 -65	-3%	-$6.01K	0.11%	77
2023 Q4	$221K	Buy	+2,473	New	+$206K	0.13%	70
2023 Q3	–	Sell	-2,486	Closed	-$221K	–	72
2023 Q2	$221K	Hold	2,486	–	–	0.15%	59
2023 Q1	$210K	Buy	+2,486	New	+$206K	0.16%	56
2022 Q1	–	Sell	-2,652	Closed	-$231K	–	82
2021 Q4	$231K	Buy	2,652 +69	+3%	+$5.78K	0.17%	78
2021 Q3	$212K	Sell	2,583 -370	-13%	-$32.5K	0.18%	62
2021 Q2	$241K	Hold	2,953	–	–	0.2%	61
2021 Q1	$205K	Buy	+2,953	New	+$193K	0.19%	66

Other funds holding OTIS

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return