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Osterweis Capital Management’s Otis Worldwide OTIS Stock Holding History

Osterweis Capital 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
Q2 		– Sell
-255
Closed -$26.3K – 387
2025
Q1 		$26.3K Buy
255
+5
+2% +$488 ﹤0.01% 168
2024
Q4 		$23.2K Hold
250
– – ﹤0.01% 186
2024
Q3 		$26K Hold
250
– – ﹤0.01% 181
2024
Q2 		$24.1K Hold
250
– – ﹤0.01% 184
2024
Q1 		$24.8K Hold
250
– – ﹤0.01% 177
2023
Q4 		$22.4K Hold
250
– – ﹤0.01% 175
2023
Q3 		$20.1K Hold
250
– – ﹤0.01% 186
2023
Q2 		$22.3K Hold
250
– – ﹤0.01% 190
2023
Q1 		$21.1K Hold
250
– – ﹤0.01% 189
2022
Q4 		$19.6K Hold
250
– – ﹤0.01% 203
2022
Q3 		$16K Buy
+250
New +$18.3K ﹤0.01% 187

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Osterweis Capital Management's OTIS Position: Q2 2025 in Review

Osterweis Capital Management sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 255 shares — an estimated $26.3K sold.

Osterweis Capital Management first reported a position in OTIS in Q3 2022 and held it in 11 quarters. The position peaked at $26.3K in Q1 2025. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Osterweis Capital Management reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 255 Otis Worldwide shares in Q2 2025, an estimated $26.3K.
  • Osterweis Capital Management first reported a position in Otis Worldwide in Q3 2022 and held it in 11 quarters.
  • Osterweis Capital Management's Otis Worldwide position peaked at $26.3K in Q1 2025.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.