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 $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Montis Financial's OTIS Position: Q3 2025 in Review

Montis Financial sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,156 shares — an estimated $214K sold.

Montis Financial first reported a position in OTIS in Q1 2021 and held it in 13 quarters. The position peaked at $241K in Q2 2021. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Montis Financial reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
Montis Financial sold 2,156 Otis Worldwide shares in Q3 2025, an estimated $214K.
Montis Financial first reported a position in Otis Worldwide in Q1 2021 and held it in 13 quarters.
Montis Financial's Otis Worldwide position peaked at $241K in Q2 2021.
1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Montis Financial's 13F filing for Q3 2025, filed 28 Oct 2025.