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New England Research & Management’s Otis Worldwide OTIS Stock Holding History

New England Research & Management’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
-14,575
Closed -$1.33M – 170
2025
Q3 		$1.33M Buy
+14,575
New +$1.32M 0.61% 55

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 England Research & Management's OTIS Position: Q4 2025 in Review

New England Research & Management sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 14,575 shares — an estimated $1.33M sold.

New England Research & Management first reported a position in OTIS in Q3 2025 and held it in 1 quarter. The position peaked at $1.33M in Q3 2025. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • New England Research & Management reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
  • New England Research & Management sold 14,575 Otis Worldwide shares in Q4 2025, an estimated $1.33M.
  • New England Research & Management first reported a position in Otis Worldwide in Q3 2025 and held it in 1 quarter.
  • New England Research & Management's Otis Worldwide position peaked at $1.33M in Q3 2025.
  • 1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on New England Research & Management's 13F filing for Q4 2025, filed 7 Jan 2026.