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Pavion Blue Capital’s Otis Worldwide OTIS Stock Holding History

Pavion Blue Capital’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 		– Sell
-2,151
Closed -$213K – 105
2025
Q2 		$213K Hold
2,151
– – 0.09% 98
2025
Q1 		$222K Buy
+2,151
New +$210K 0.11% 93
2024
Q4 		– Sell
-2,151
Closed -$224K – 103
2024
Q3 		$224K Hold
2,151
– – 0.1% 100
2024
Q2 		$207K Hold
2,151
– – 0.1% 99
2024
Q1 		$214K Buy
+2,151
New +$199K 0.11% 97

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Pavion Blue Capital's OTIS Position: Q3 2025 in Review

Pavion Blue Capital sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,151 shares — an estimated $213K sold.

Pavion Blue Capital first reported a position in OTIS in Q1 2024 and held it in 5 quarters. The position peaked at $224K in Q3 2024. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Pavion Blue Capital reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Pavion Blue Capital sold 2,151 Otis Worldwide shares in Q3 2025, an estimated $213K.
  • Pavion Blue Capital first reported a position in Otis Worldwide in Q1 2024 and held it in 5 quarters.
  • Pavion Blue Capital's Otis Worldwide position peaked at $224K in Q3 2024.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Pavion Blue Capital's 13F filing for Q3 2025, filed 7 Nov 2025.