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Pitcairn’s Otis Worldwide OTIS Stock Holding History

Pitcairn’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
Q4 		– Sell
-2,998
Closed -$274K – 403
2025
Q3 		$274K Buy
2,998
+27
+0.9% +$2.45K 0.02% 524
2025
Q2 		$294K Sell
2,971
-1,455
-33% -$140K 0.02% 570
2025
Q1 		$457K Buy
4,426
+6
+0.1% +$586 0.03% 448
2024
Q4 		$409K Hold
4,420
– – 0.02% 488
2024
Q3 		$459K Sell
4,420
-1,107
-20% -$105K 0.03% 466
2024
Q2 		$532K Buy
5,527
+635
+13% +$61.2K 0.03% 428
2024
Q1 		$486K Sell
4,892
-79
-2% -$7.3K 0.03% 444
2023
Q4 		$445K Sell
4,971
-23
-0.5% -$1.91K 0.03% 433
2023
Q3 		$401K Buy
4,994
+361
+8% +$30.9K 0.03% 426
2023
Q2 		$412K Sell
4,633
-204
-4% -$17.2K 0.03% 425
2023
Q1 		$408K Sell
4,837
-232
-5% -$19.2K 0.04% 401
2022
Q4 		$397K Sell
5,069
-82
-2% -$6.05K 0.04% 373
2022
Q3 		$329K Sell
5,151
-78
-1% -$5.71K 0.04% 390
2022
Q2 		$370K Sell
5,229
-220
-4% -$16.2K 0.04% 374
2022
Q1 		$419K Sell
5,449
-43
-0.8% -$3.44K 0.04% 411
2021
Q4 		$478K Sell
5,492
-29
-0.5% -$2.43K 0.03% 383
2021
Q3 		$454K Sell
5,521
-45
-0.8% -$3.96K 0.03% 376
2021
Q2 		$456K Sell
5,566
-92
-2% -$7.08K 0.03% 379
2021
Q1 		$388K Buy
5,658
+135
+2% +$8.82K 0.03% 407
2020
Q4 		$373K Sell
5,523
-515
-9% -$33.4K 0.03% 372
2020
Q3 		$377K Sell
6,038
-590
-9% -$36.1K 0.03% 308
2020
Q2 		$375K Buy
+6,628
New +$343K 0.04% 296

Other funds holding OTIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Pitcairn's OTIS Position: Q4 2025 in Review

Pitcairn sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 2,998 shares — an estimated $274K sold.

Pitcairn first reported a position in OTIS in Q2 2020 and held it in 22 quarters. The position peaked at $532K in Q2 2024. 1,307 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • Pitcairn reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 2,998 Otis Worldwide shares in Q4 2025, an estimated $274K.
  • Pitcairn first reported a position in Otis Worldwide in Q2 2020 and held it in 22 quarters.
  • Pitcairn's Otis Worldwide position peaked at $532K in Q2 2024.
  • 1,307 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.