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Optimum Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Optimum Investment Advisors’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 		$201K Hold
2,198
– – 0.08% 190
2025
Q2 		$218K Sell
2,198
-64
-3% -$6.18K 0.09% 169
2025
Q1 		$233K Hold
2,262
– – 0.11% 156
2024
Q4 		$209K Hold
2,262
– – 0.09% 171
2024
Q3 		$235K Sell
2,262
-63
-3% -$6K 0.1% 173
2024
Q2 		$224K Hold
2,325
– – 0.1% 174
2024
Q1 		$231K Hold
2,325
– – 0.11% 175
2023
Q4 		$208K Sell
2,325
-475
-17% -$39.5K 0.1% 180
2023
Q3 		$225K Hold
2,800
– – 0.12% 169
2023
Q2 		$249K Buy
2,800
+475
+20% +$40K 0.12% 162
2023
Q1 		$196K Hold
2,325
– – 0.1% 181
2022
Q4 		$182K Hold
2,325
– – 0.1% 194
2022
Q3 		$148K Hold
2,325
– – 0.08% 213
2022
Q2 		$164K Hold
2,325
– – 0.08% 209
2022
Q1 		$179K Sell
2,325
-109
-4% -$8.71K 0.08% 227
2021
Q4 		$212K Hold
2,434
– – 0.08% 209
2021
Q3 		$200K Sell
2,434
-125
-5% -$11K 0.08% 215
2021
Q2 		$209K Sell
2,559
-284
-10% -$21.9K 0.07% 257
2021
Q1 		$195K Sell
2,843
-150
-5% -$9.8K 0.06% 266
2020
Q4 		$202K Sell
2,993
-1,225
-29% -$79.5K 0.06% 245
2020
Q3 		$263K Sell
4,218
-317
-7% -$19.4K 0.09% 202
2020
Q2 		$258K Buy
+4,535
New +$235K 0.09% 205

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

Optimum Investment Advisors's OTIS Position: Q3 2025 in Review

Optimum Investment Advisors held its Otis Worldwide (OTIS) position steady in Q3 2025 at 2,198 shares worth $201K. The position accounts for 0.08% of the portfolio, ranked #190.

Optimum Investment Advisors first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $263K in Q3 2020. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Optimum Investment Advisors held 2,198 shares of Otis Worldwide worth $201K as of Q3 2025.
  • Optimum Investment Advisors left its Otis Worldwide share count unchanged in Q3 2025.
  • Otis Worldwide made up 0.08% of Optimum Investment Advisors's portfolio in Q3 2025, its #190 holding.
  • Optimum Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
  • Optimum Investment Advisors's Otis Worldwide position peaked at $263K in Q3 2020.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.