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Nebula Research & Development’s Otis Worldwide OTIS Stock Holding History

Nebula Research & Development’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
-52,423
Closed -$5.19M – 618
2025
Q2 		$5.19M Buy
52,423
+37,334
+247% +$3.6M 0.44% 10
2025
Q1 		$1.56M Buy
+15,089
New +$1.47M 0.14% 236
2024
Q2 		– Sell
-2,265
Closed -$225K – 979
2024
Q1 		$225K Sell
2,265
-6,432
-74% -$594K 0.05% 620
2023
Q4 		$778K Buy
+8,697
New +$723K 0.23% 116

Other funds holding OTIS

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Nebula Research & Development's OTIS Position: Q3 2025 in Review

Nebula Research & Development sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 52,423 shares — an estimated $5.19M sold.

Nebula Research & Development first reported a position in OTIS in Q4 2023 and held it in 4 quarters. The position peaked at $5.19M in Q2 2025. 1,251 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Nebula Research & Development reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 52,423 Otis Worldwide shares in Q3 2025, an estimated $5.19M.
  • Nebula Research & Development first reported a position in Otis Worldwide in Q4 2023 and held it in 4 quarters.
  • Nebula Research & Development's Otis Worldwide position peaked at $5.19M in Q2 2025.
  • 1,251 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.