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New Age Alpha Advisors’s Otis Worldwide OTIS Stock Holding History

New Age Alpha Advisors’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 		– Sell
-814
Closed -$74.4K – 876
2025
Q3 		$74.4K Hold
814
– – ﹤0.01% 741
2025
Q2 		$80.6K Sell
814
-5
-0.6% -$483 ﹤0.01% 743
2025
Q1 		$84.5K Sell
819
-1,477
-64% -$144K ﹤0.01% 765
2024
Q4 		$213K Buy
+2,296
New +$230K 0.01% 654

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New Age Alpha Advisors's OTIS Position: Q4 2025 in Review

New Age Alpha Advisors sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 814 shares — an estimated $74.4K sold.

New Age Alpha Advisors first reported a position in OTIS in Q4 2024 and held it in 4 quarters. The position peaked at $213K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • New Age Alpha Advisors reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 814 Otis Worldwide shares in Q4 2025, an estimated $74.4K.
  • New Age Alpha Advisors first reported a position in Otis Worldwide in Q4 2024 and held it in 4 quarters.
  • New Age Alpha Advisors's Otis Worldwide position peaked at $213K in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.