Quantessence Capital’s Otis Worldwide OTIS Stock Holding History

Quantessence 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 Q2	–	Sell	-13,700	Closed	-$1.41M	–	373
2025 Q1	$1.41M	Buy	13,700 +7,164	+110%	+$700K	0.35%	62
2024 Q4	$605K	Buy	+6,536	New	+$655K	0.25%	99

Other funds holding OTIS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Quantessence Capital's OTIS Position: Q2 2025 in Review

Quantessence Capital sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 13,700 shares — an estimated $1.41M sold.

Quantessence Capital first reported a position in OTIS in Q4 2024 and held it in 2 quarters. The position peaked at $1.41M in Q1 2025. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Quantessence Capital reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Quantessence Capital sold 13,700 Otis Worldwide shares in Q2 2025, an estimated $1.41M.
Quantessence Capital first reported a position in Otis Worldwide in Q4 2024 and held it in 2 quarters.
Quantessence Capital's Otis Worldwide position peaked at $1.41M in Q1 2025.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Quantessence Capital's 13F filing for Q2 2025, filed 14 Aug 2025.