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Nalls Sherbakoff Group’s Otis Worldwide OTIS Stock Holding History

Nalls Sherbakoff Group’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 		$4.37K Hold
50
– – ﹤0.01% 377
2025
Q3 		$4.57K Hold
50
– – ﹤0.01% 362
2025
Q2 		$4.95K Sell
50
-100
-67% -$9.65K ﹤0.01% 355
2025
Q1 		$15.5K Buy
+150
New +$14.7K 0.01% 269
2023
Q4 		$13.4K Hold
150
– – 0.01% 257
2023
Q3 		$12K Hold
150
– – 0.01% 255
2023
Q2 		$11.9K Hold
150
– – 0.01% 257
2023
Q1 		$12.5K Buy
+150
New +$12.4K 0.01% 263

Other funds holding OTIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Nalls Sherbakoff Group's OTIS Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Otis Worldwide (OTIS) position steady in Q4 2025 at 50 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Nalls Sherbakoff Group first reported a position in OTIS in Q1 2023 and has held it in 8 quarters since. The position peaked at $15.5K in Q1 2025. 1,308 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • Nalls Sherbakoff Group held 50 shares of Otis Worldwide worth $4.37K as of Q4 2025.
  • Nalls Sherbakoff Group left its Otis Worldwide share count unchanged in Q4 2025.
  • Otis Worldwide made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #377 holding.
  • Nalls Sherbakoff Group first reported a position in Otis Worldwide in Q1 2023 and has held it in 8 quarters since.
  • Nalls Sherbakoff Group's Otis Worldwide position peaked at $15.5K in Q1 2025.
  • 1,308 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.