Richard W. Paul & Associates’s Otis Worldwide OTIS Stock Holding History

Richard W. Paul & Associates’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 Q1	–	Sell	-72	Closed	-$6.67K	–	464
2024 Q4	$6.67K	Hold	72	–	–	﹤0.01%	336
2024 Q3	$7.48K	Hold	72	–	–	﹤0.01%	326
2024 Q2	$6.93K	Sell	72 -6	-8%	-$578	﹤0.01%	328
2024 Q1	$7.74K	Hold	78	–	–	﹤0.01%	334
2023 Q4	$6.98K	Hold	78	–	–	﹤0.01%	334
2023 Q3	$6.26K	Sell	78 -7	-8%	-$599	﹤0.01%	330
2023 Q2	$7.57K	Hold	85	–	–	﹤0.01%	338
2023 Q1	$7.17K	Sell	85 -1	-1%	-$83	﹤0.01%	349
2022 Q4	$6.73K	Buy	+86	New	+$6.35K	﹤0.01%	350

Other funds holding OTIS

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Norges Bank Oslo, Norway $1T AUM

Richard W. Paul & Associates's OTIS Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 72 shares — an estimated $6.67K sold.

Richard W. Paul & Associates first reported a position in OTIS in Q4 2022 and held it in 9 quarters. The position peaked at $7.74K in Q1 2024. 1,247 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

Richard W. Paul & Associates reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 72 Otis Worldwide shares in Q1 2025, an estimated $6.67K.
Richard W. Paul & Associates first reported a position in Otis Worldwide in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's Otis Worldwide position peaked at $7.74K in Q1 2024.
1,247 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.