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NewSquare Capital’s Otis Worldwide OTIS Stock Holding History

NewSquare Capital’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
-128
Closed -$12.7K – 907
2025
Q2 		$12.7K Sell
128
-49
-28% -$4.73K ﹤0.01% 593
2025
Q1 		$18.3K Buy
177
+161
+1,006% +$15.7K ﹤0.01% 380
2024
Q4 		$1.48K Buy
+16
New +$1.6K ﹤0.01% 604
2020
Q4 		– Sell
-4
Closed – – 362
2020
Q3 		$0 Hold
4
– – ﹤0.01% 376
2020
Q2 		$0 Buy
+4
New +$207 ﹤0.01% 417

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AllianceBernstein
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State Street
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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

NewSquare Capital's OTIS Position: Q3 2025 in Review

NewSquare Capital sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 128 shares — an estimated $12.7K sold.

NewSquare Capital first reported a position in OTIS in Q2 2020 and held it in 5 quarters. The position peaked at $18.3K in Q1 2025. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • NewSquare Capital reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 128 Otis Worldwide shares in Q3 2025, an estimated $12.7K.
  • NewSquare Capital first reported a position in Otis Worldwide in Q2 2020 and held it in 5 quarters.
  • NewSquare Capital's Otis Worldwide position peaked at $18.3K in Q1 2025.
  • 1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.