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Northeast Investment Management’s Otis Worldwide OTIS Stock Holding History

Northeast Investment 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
Q3 		– Sell
-2,193
Closed -$217K – 186
2025
Q2 		$217K Hold
2,193
– – 0.01% 179
2025
Q1 		$226K Sell
2,193
-2
-0.1% -$195 0.01% 172
2024
Q4 		$203K Hold
2,195
– – 0.01% 182
2024
Q3 		$228K Sell
2,195
-300
-12% -$28.6K 0.01% 173
2024
Q2 		$240K Hold
2,495
– – 0.01% 174
2024
Q1 		$248K Hold
2,495
– – 0.01% 172
2023
Q4 		$223K Sell
2,495
-1,086
-30% -$90.3K 0.01% 172
2023
Q3 		$288K Buy
3,581
+800
+29% +$68.4K 0.02% 164
2023
Q2 		$248K Hold
2,781
– – 0.01% 168
2023
Q1 		$235K Hold
2,781
– – 0.01% 166
2022
Q4 		$218K Buy
+2,781
New +$205K 0.01% 169
2022
Q2 		– Sell
-2,806
Closed -$216K – 198
2022
Q1 		$216K Sell
2,806
-700
-20% -$55.9K 0.01% 196
2021
Q4 		$305K Sell
3,506
-397
-10% -$33.2K 0.01% 173
2021
Q3 		$321K Buy
3,903
+48
+1% +$4.22K 0.02% 163
2021
Q2 		$315K Sell
3,855
-595
-13% -$45.8K 0.02% 165
2021
Q1 		$305K Sell
4,450
-37
-0.8% -$2.42K 0.02% 159
2020
Q4 		$303K Sell
4,487
-728
-14% -$47.2K 0.02% 154
2020
Q3 		$326K Sell
5,215
-3,465
-40% -$212K 0.02% 141
2020
Q2 		$494K Buy
+8,680
New +$450K 0.04% 113

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

Northeast Investment Management's OTIS Position: Q3 2025 in Review

Northeast Investment Management sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,193 shares — an estimated $217K sold.

Northeast Investment Management first reported a position in OTIS in Q2 2020 and held it in 19 quarters. The position peaked at $494K in Q2 2020. 1,251 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Northeast Investment Management reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Northeast Investment Management sold 2,193 Otis Worldwide shares in Q3 2025, an estimated $217K.
  • Northeast Investment Management first reported a position in Otis Worldwide in Q2 2020 and held it in 19 quarters.
  • Northeast Investment Management's Otis Worldwide position peaked at $494K in Q2 2020.
  • 1,251 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Northeast Investment Management's 13F filing for Q3 2025, filed 7 Nov 2025.