Redmont Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Redmont Wealth Advisors’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	$1.66K	Hold	19	–	–	﹤0.01%	288
2025 Q3	$1.74K	Hold	19	–	–	﹤0.01%	292
2025 Q2	$1.88K	Hold	19	–	–	﹤0.01%	288
2025 Q1	$1.96K	Buy	+19	New	+$1.86K	﹤0.01%	158
2024 Q4	–	Sell	-19	Closed	-$1.98K	–	234
2024 Q3	$1.98K	Hold	19	–	–	﹤0.01%	301
2024 Q2	$1.83K	Hold	19	–	–	﹤0.01%	317
2024 Q1	$1.89K	Buy	+19	New	+$1.76K	﹤0.01%	311

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

Redmont Wealth Advisors's OTIS Position: Q4 2025 in Review

Redmont Wealth Advisors held its Otis Worldwide (OTIS) position steady in Q4 2025 at 19 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Redmont Wealth Advisors first reported a position in OTIS in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.98K in Q3 2024. 1,310 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Redmont Wealth Advisors held 19 shares of Otis Worldwide worth $1.66K as of Q4 2025.
Redmont Wealth Advisors left its Otis Worldwide share count unchanged in Q4 2025.
Otis Worldwide made up ﹤0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #288 holding.
Redmont Wealth Advisors first reported a position in Otis Worldwide in Q1 2024 and has held it in 7 quarters since.
Redmont Wealth Advisors's Otis Worldwide position peaked at $1.98K in Q3 2024.
1,310 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.