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Personal CFO Solutions’s Otis Worldwide OTIS Stock Holding History

Personal CFO 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
Q3 		– Sell
-2,160
Closed -$214K – 514
2025
Q2 		$214K Sell
2,160
-5
-0.2% -$483 0.04% 453
2025
Q1 		$223K Buy
+2,165
New +$212K 0.05% 399
2024
Q4 		– Sell
-1,956
Closed -$203K – 569
2024
Q3 		$203K Buy
+1,956
New +$186K 0.03% 532

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

Personal CFO Solutions's OTIS Position: Q3 2025 in Review

Personal CFO Solutions sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,160 shares — an estimated $214K sold.

Personal CFO Solutions first reported a position in OTIS in Q3 2024 and held it in 3 quarters. The position peaked at $223K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Personal CFO Solutions reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 2,160 Otis Worldwide shares in Q3 2025, an estimated $214K.
  • Personal CFO Solutions first reported a position in Otis Worldwide in Q3 2024 and held it in 3 quarters.
  • Personal CFO Solutions's Otis Worldwide position peaked at $223K in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Personal CFO Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.