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Parkworth Wealth Management’s Otis Worldwide OTIS Stock Holding History

Parkworth Wealth 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 		$990 Buy
10
+5
+100% +$483 ﹤0.01% 416
2025
Q1 		$516 Hold
5
– – ﹤0.01% 410
2024
Q4 		$463 Buy
+5
New +$501 ﹤0.01% 456

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Parkworth Wealth Management's OTIS Position: Q2 2025 in Review

Parkworth Wealth Management increased its Otis Worldwide (OTIS) stake by 100% in Q2 2025, buying an estimated $483 and bringing the position to 10 shares worth $990. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Parkworth Wealth Management first reported a position in OTIS in Q4 2024 and has held it in 3 quarters since. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Parkworth Wealth Management held 10 shares of Otis Worldwide worth $990 as of Q2 2025.
  • Parkworth Wealth Management bought 5 Otis Worldwide shares in Q2 2025, an estimated $483.
  • Otis Worldwide made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #416 holding.
  • Parkworth Wealth Management first reported a position in Otis Worldwide in Q4 2024 and has held it in 3 quarters since.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.