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Ransom Advisory’s Otis Worldwide OTIS Stock Holding History

Ransom Advisory’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 		$29.4K Hold
336
– – 0.01% 266
2025
Q3 		$30.7K Sell
336
-100
-23% -$9.08K 0.01% 200
2025
Q2 		$43.2K Sell
436
-25
-5% -$2.41K 0.02% 188
2025
Q1 		$47.6K Buy
461
+25
+6% +$2.44K 0.02% 184
2024
Q4 		$40.4K Sell
436
-100
-19% -$10K 0.02% 231
2024
Q3 		$55.7K Hold
536
– – 0.03% 207
2024
Q2 		$51.6K Sell
536
-50
-9% -$4.82K 0.03% 207
2024
Q1 		$58.2K Buy
+586
New +$54.2K 0.03% 182

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

Ransom Advisory's OTIS Position: Q4 2025 in Review

Ransom Advisory held its Otis Worldwide (OTIS) position steady in Q4 2025 at 336 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #266.

Ransom Advisory first reported a position in OTIS in Q1 2024 and has held it in 8 quarters since. The position peaked at $58.2K in Q1 2024. 1,308 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • Ransom Advisory held 336 shares of Otis Worldwide worth $29.4K as of Q4 2025.
  • Ransom Advisory left its Otis Worldwide share count unchanged in Q4 2025.
  • Otis Worldwide made up 0.01% of Ransom Advisory's portfolio in Q4 2025, its #266 holding.
  • Ransom Advisory first reported a position in Otis Worldwide in Q1 2024 and has held it in 8 quarters since.
  • Ransom Advisory's Otis Worldwide position peaked at $58.2K in Q1 2024.
  • 1,308 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.