Qtron Investments’s Otis Worldwide OTIS Stock Holding History

Qtron Investments’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	–	Sell	-5,680	Closed	-$586K	–	415
2025 Q1	$586K	Hold	5,680	–	–	0.09%	276
2024 Q4	$526K	Buy	5,680 +1,202	+27%	+$121K	0.07%	312
2024 Q3	$465K	Sell	4,478 -10,180	-69%	-$970K	0.06%	333
2024 Q2	$1.41M	Hold	14,658	–	–	0.2%	104
2024 Q1	$1.46M	Buy	14,658 +3,458	+31%	+$320K	0.21%	107
2023 Q4	$1M	Hold	11,200	–	–	0.16%	157
2023 Q3	$899K	Buy	11,200 +1,336	+14%	+$114K	0.17%	153
2023 Q2	$878K	Hold	9,864	–	–	0.17%	163
2023 Q1	$833K	Buy	9,864 +7,163	+265%	+$593K	0.17%	161
2022 Q4	$212K	Buy	+2,701	New	+$199K	0.04%	397
2022 Q2	–	Sell	-3,076	Closed	-$237K	–	424
2022 Q1	$237K	Sell	3,076 -2,970	-49%	-$237K	0.05%	315
2021 Q4	$526K	Hold	6,046	–	–	0.12%	230
2021 Q3	$497K	Buy	+6,046	New	+$532K	0.13%	216
2021 Q1	–	Sell	-6,085	Closed	-$411K	–	365
2020 Q4	$411K	Sell	6,085 -1,171	-16%	-$76K	0.11%	222
2020 Q3	$453K	Buy	7,256 +3,119	+75%	+$191K	0.16%	155
2020 Q2	$235K	Buy	+4,137	New	+$214K	0.09%	233

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Qtron Investments's OTIS Position: Q2 2025 in Review

Qtron Investments sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 5,680 shares — an estimated $586K sold.

Qtron Investments first reported a position in OTIS in Q2 2020 and held it in 16 quarters. The position peaked at $1.46M in Q1 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Qtron Investments reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Qtron Investments sold 5,680 Otis Worldwide shares in Q2 2025, an estimated $586K.
Qtron Investments first reported a position in Otis Worldwide in Q2 2020 and held it in 16 quarters.
Qtron Investments's Otis Worldwide position peaked at $1.46M in Q1 2024.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Qtron Investments's 13F filing for Q2 2025, filed 13 Aug 2025.