NMG
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New Millennium Group’s Otis Worldwide OTIS Stock Holding History

New Millennium 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
Q3 		– Sell
-9
Closed -$891 – 544
2025
Q2 		$891 Hold
9
– – ﹤0.01% 360
2025
Q1 		$929 Hold
9
– – ﹤0.01% 395
2024
Q4 		$833 Hold
9
– – ﹤0.01% 470
2024
Q3 		$935 Hold
9
– – ﹤0.01% 335
2024
Q2 		$866 Buy
+9
New +$867 ﹤0.01% 343
2024
Q1 		– Sell
-9
Closed -$805 – 295
2023
Q4 		$805 Hold
9
– – ﹤0.01% 366
2023
Q3 		$723 Hold
9
– – ﹤0.01% 344
2023
Q2 		$801 Hold
9
– – ﹤0.01% 354
2023
Q1 		$760 Hold
9
– – ﹤0.01% 375
2022
Q4 		$705 Buy
+9
New +$664 ﹤0.01% 412

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

New Millennium Group's OTIS Position: Q3 2025 in Review

New Millennium Group sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 9 shares — an estimated $891 sold.

New Millennium Group first reported a position in OTIS in Q4 2022 and held it in 10 quarters. The position peaked at $935 in Q3 2024. 1,251 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • New Millennium Group reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • New Millennium Group sold 9 Otis Worldwide shares in Q3 2025, an estimated $891.
  • New Millennium Group first reported a position in Otis Worldwide in Q4 2022 and held it in 10 quarters.
  • New Millennium Group's Otis Worldwide position peaked at $935 in Q3 2024.
  • 1,251 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on New Millennium Group's 13F filing for Q3 2025, filed 10 Nov 2025.