OPS
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Orion Portfolio Solutions’s Otis Worldwide OTIS Stock Holding History

Orion Portfolio Solutions’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
Q1 		$4.55M Sell
44,048
-2,135
-5% -$209K 0.04% 373
2024
Q4 		$4.28M Sell
46,183
-1,657
-3% -$166K 0.04% 375
2024
Q3 		$4.97M Sell
47,840
-2,980
-6% -$284K 0.05% 331
2024
Q2 		$4.89M Sell
50,820
-2,509
-5% -$242K 0.05% 313
2024
Q1 		$5.29M Sell
53,329
-2,425
-4% -$224K 0.06% 309
2023
Q4 		$4.88M Sell
55,754
-4,056
-7% -$337K 0.06% 308
2023
Q3 		$4.8M Sell
59,810
-7,555
-11% -$646K 0.06% 308
2023
Q2 		$6M Sell
67,365
-5,016
-7% -$423K 0.06% 286
2023
Q1 		$6.11M Buy
72,381
+66,845
+1,207% +$5.53M 0.08% 236
2022
Q4 		$434K Buy
+5,536
New +$409K 0.02% 539
2022
Q1 		– Sell
-2,831
Closed -$246K – 738
2021
Q4 		$246K Buy
2,831
+3
+0.1% +$251 0.01% 629
2021
Q3 		$233K Sell
2,828
-1,093
-28% -$96.1K 0.01% 586
2021
Q2 		$321K Buy
3,921
+136
+4% +$10.5K 0.01% 471
2021
Q1 		$259K Buy
+3,785
New +$247K 0.01% 468
2020
Q3 		– Sell
-1,748
Closed -$99K – 1548
2020
Q2 		$99K Buy
+1,748
New +$90.6K 0.01% 549

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Orion Portfolio Solutions's OTIS Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Otis Worldwide (OTIS) stake by 4.6% in Q1 2025, selling an estimated $209K and leaving 44,048 shares worth $4.55M. The position accounts for 0.04% of the portfolio, ranked #373.

Orion Portfolio Solutions first reported a position in OTIS in Q2 2020 and has held it in 15 quarters since. The position peaked at $6.11M in Q1 2023. 1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Orion Portfolio Solutions held 44,048 shares of Otis Worldwide worth $4.55M as of Q1 2025.
  • Orion Portfolio Solutions sold 2,135 Otis Worldwide shares in Q1 2025, an estimated $209K.
  • Otis Worldwide made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #373 holding.
  • Orion Portfolio Solutions first reported a position in Otis Worldwide in Q2 2020 and has held it in 15 quarters since.
  • Orion Portfolio Solutions's Otis Worldwide position peaked at $6.11M in Q1 2023.
  • 1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.