NEOS Investment Management’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.76M	Buy	61,814 +3,563	+6%	+$312K	0.02%	341
2025 Q4	$5.09M	Buy	58,251 +9,900	+20%	+$886K	0.03%	328
2025 Q3	$4.42M	Buy	48,351 +14,808	+44%	+$1.34M	0.03%	320
2025 Q2	$3.32M	Buy	33,543 +7,132	+27%	+$688K	0.04%	298
2025 Q1	$2.73M	Buy	26,411 +5,010	+23%	+$489K	0.05%	287
2024 Q4	$1.98M	Buy	21,401 +4,973	+30%	+$499K	0.05%	297
2024 Q3	$1.71M	Buy	16,428 +1,605	+11%	+$153K	0.05%	289
2024 Q2	$1.43M	Buy	14,823 +4,177	+39%	+$403K	0.06%	272
2024 Q1	$1.06M	Buy	10,646 +3,717	+54%	+$344K	0.07%	247
2023 Q4	$620K	Buy	6,929 +1,779	+35%	+$148K	0.06%	247
2023 Q3	$414K	Buy	+5,150	New	+$440K	0.05%	227