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Nicolet Advisory Services’s Otis Worldwide OTIS Stock Holding History

Nicolet Advisory Services’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
-2,518
Closed -$228K – 434
2025
Q3 		$228K Buy
+2,518
New +$229K 0.02% 367
2025
Q2 		– Sell
-2,152
Closed -$203K – 423
2025
Q1 		$203K Buy
+2,152
New +$210K 0.02% 364
2024
Q4 		– Sell
-2,082
Closed -$217K – 393
2024
Q3 		$217K Sell
2,082
-68
-3% -$6.48K 0.02% 344
2024
Q2 		$208K Buy
2,150
+38
+2% +$3.66K 0.02% 341
2024
Q1 		$209K Buy
+2,112
New +$195K 0.02% 332
2023
Q2 		– Sell
-3,783
Closed -$297K – 315
2023
Q1 		$297K Buy
3,783
+101
+3% +$8.36K 0.03% 213
2022
Q4 		$302K Hold
3,682
– – 0.04% 182
2022
Q3 		$239K Buy
3,682
+7
+0.2% +$512 0.04% 164
2022
Q2 		$258K Buy
3,675
+7
+0.2% +$516 0.04% 148
2022
Q1 		$283K Buy
3,668
+5
+0.1% +$400 0.04% 153
2021
Q4 		$319K Buy
3,663
+5
+0.1% +$419 0.04% 148
2021
Q3 		$301K Sell
3,658
-121
-3% -$10.6K 0.04% 150
2021
Q2 		$309K Buy
3,779
+5
+0.1% +$385 0.04% 137
2021
Q1 		$258K Buy
3,774
+6
+0.2% +$392 0.04% 145
2020
Q4 		$255K Sell
3,768
-9
-0.2% -$584 0.04% 150
2020
Q3 		$236K Sell
3,777
-61
-2% -$3.73K 0.04% 145
2020
Q2 		$218K Buy
+3,838
New +$199K 0.03% 186

Other funds holding OTIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Nicolet Advisory Services's OTIS Position: Q4 2025 in Review

Nicolet Advisory Services sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 2,518 shares — an estimated $228K sold.

Nicolet Advisory Services first reported a position in OTIS in Q2 2020 and held it in 17 quarters. The position peaked at $319K in Q4 2021. 1,307 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • Nicolet Advisory Services reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
  • Nicolet Advisory Services sold 2,518 Otis Worldwide shares in Q4 2025, an estimated $228K.
  • Nicolet Advisory Services first reported a position in Otis Worldwide in Q2 2020 and held it in 17 quarters.
  • Nicolet Advisory Services's Otis Worldwide position peaked at $319K in Q4 2021.
  • 1,307 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.