Riggs Asset Management’s Otis Worldwide OTIS Stock Holding History

Riggs Asset Management’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 Q3	–	Sell	-241	Closed	-$23.9K	–	627
2025 Q2	$23.9K	Buy	241 +42	+21%	+$4.05K	0.01%	228
2025 Q1	$20.5K	Sell	199 -7	-3%	-$684	0.01%	212
2024 Q4	$19.1K	Hold	206	–	–	0.01%	210
2024 Q3	$21.4K	Hold	206	–	–	0.01%	199
2024 Q2	$19.8K	Buy	206 +7	+4%	+$675	0.01%	191
2024 Q1	$19.8K	Hold	199	–	–	0.01%	187
2023 Q4	$17.8K	Hold	199	–	–	0.01%	193
2023 Q3	$16K	Hold	199	–	–	0.01%	206
2023 Q2	$17.7K	Hold	199	–	–	0.01%	198
2023 Q1	$16.8K	Hold	199	–	–	0.01%	193
2022 Q4	$15.6K	Hold	199	–	–	0.01%	189
2022 Q3	$13K	Hold	199	–	–	0.01%	201
2022 Q2	$14K	Sell	199 -32	-14%	-$2.36K	0.01%	195
2022 Q1	$18K	Hold	231	–	–	0.01%	206
2021 Q4	$20K	Hold	231	–	–	0.01%	207
2021 Q3	$19K	Hold	231	–	–	0.01%	200
2021 Q2	$19K	Buy	231 +32	+16%	+$2.46K	0.01%	203
2021 Q1	$14K	Sell	199 -300	-60%	-$19.6K	﹤0.01%	206
2020 Q4	$34K	Buy	+499	New	+$32.4K	0.01%	146
2020 Q3	–	Sell	-499	Closed	-$28K	–	225
2020 Q2	$28K	Buy	+499	New	+$25.9K	0.01%	125

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Riggs Asset Management's OTIS Position: Q3 2025 in Review

Riggs Asset Management sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 241 shares — an estimated $23.9K sold.

Riggs Asset Management first reported a position in OTIS in Q2 2020 and held it in 20 quarters. The position peaked at $34K in Q4 2020. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Riggs Asset Management reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
Riggs Asset Management sold 241 Otis Worldwide shares in Q3 2025, an estimated $23.9K.
Riggs Asset Management first reported a position in Otis Worldwide in Q2 2020 and held it in 20 quarters.
Riggs Asset Management's Otis Worldwide position peaked at $34K in Q4 2020.
1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Riggs Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.