QSV Equity Investors’s Otis Worldwide OTIS Stock Holding History

QSV Equity Investors’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	$361K	Sell	4,129 -178	-4%	-$15.9K	0.53%	67
2025 Q3	$394K	Buy	4,307 +628	+17%	+$57K	0.4%	68
2025 Q2	$364K	Hold	3,679	–	–	0.38%	67
2025 Q1	$380K	Sell	3,679 -23	-0.6%	-$2.25K	0.39%	63
2024 Q4	$343K	Buy	3,702 +7	+0.2%	+$702	0.33%	65
2024 Q3	$384K	Hold	3,695	–	–	0.36%	63
2024 Q2	$356K	Sell	3,695 -72	-2%	-$6.94K	0.37%	60
2024 Q1	$374K	Buy	+3,767	New	+$348K	0.36%	68

Other funds holding OTIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

QSV Equity Investors's OTIS Position: Q4 2025 in Review

QSV Equity Investors reduced its Otis Worldwide (OTIS) stake by 4.1% in Q4 2025, selling an estimated $15.9K and leaving 4,129 shares worth $361K. The position accounts for 0.53% of the portfolio, ranked #67.

QSV Equity Investors first reported a position in OTIS in Q1 2024 and has held it in 8 quarters since. The position peaked at $394K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

QSV Equity Investors held 4,129 shares of Otis Worldwide worth $361K as of Q4 2025.
QSV Equity Investors sold 178 Otis Worldwide shares in Q4 2025, an estimated $15.9K.
Otis Worldwide made up 0.53% of QSV Equity Investors's portfolio in Q4 2025, its #67 holding.
QSV Equity Investors first reported a position in Otis Worldwide in Q1 2024 and has held it in 8 quarters since.
QSV Equity Investors's Otis Worldwide position peaked at $394K in Q3 2025.
1,308 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on QSV Equity Investors's 13F filing for Q4 2025, filed 12 Feb 2026.