OP
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ORG Partners’s Otis Worldwide OTIS Stock Holding History

ORG Partners’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 		$37.2K Buy
426
+285
+202% +$25.5K 0.01% 641
2025
Q3 		$12.9K Sell
141
-57
-29% -$5.17K ﹤0.01% 906
2025
Q2 		$19.9K Buy
198
+117
+144% +$11.3K ﹤0.01% 763
2025
Q1 		$8.43K Buy
81
+6
+8% +$586 ﹤0.01% 833
2024
Q4 		$6.95K Hold
75
– – ﹤0.01% 962
2024
Q3 		$7.79K Hold
75
– – ﹤0.01% 831
2024
Q2 		$7.12K Hold
75
– – ﹤0.01% 1313
2024
Q1 		$7.39K Buy
+75
New +$6.93K 0.01% 308
2023
Q4 		– Sell
-75
Closed -$6.02K – 1282
2023
Q3 		$6.02K Hold
75
– – ﹤0.01% 922
2023
Q2 		$7K Buy
+75
New +$6.32K ﹤0.01% 1030

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

ORG Partners's OTIS Position: Q4 2025 in Review

ORG Partners increased its Otis Worldwide (OTIS) stake by 202% in Q4 2025, buying an estimated $25.5K and bringing the position to 426 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #641.

ORG Partners first reported a position in OTIS in Q2 2023 and has held it in 10 quarters since. 1,307 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • ORG Partners held 426 shares of Otis Worldwide worth $37.2K as of Q4 2025.
  • ORG Partners bought 285 Otis Worldwide shares in Q4 2025, an estimated $25.5K.
  • Otis Worldwide made up 0.01% of ORG Partners's portfolio in Q4 2025, its #641 holding.
  • ORG Partners first reported a position in Otis Worldwide in Q2 2023 and has held it in 10 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.