Rise Advisors’s Otis Worldwide OTIS Stock Holding History

Rise 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	–	Sell	-811	Closed	-$74.2K	–	1042
2025 Q3	$74.2K	Buy	811 +9	+1%	+$817	0.03%	198
2025 Q2	$79.4K	Buy	802 +73	+10%	+$7.05K	0.03%	178
2025 Q1	$75.2K	Buy	729 +13	+2%	+$1.27K	0.03%	179
2024 Q4	$66.3K	Buy	716 +4	+0.6%	+$401	0.03%	183
2024 Q3	$74K	Buy	712 +3	+0.4%	+$286	0.04%	172
2024 Q2	$68.2K	Buy	709 +547	+338%	+$52.7K	0.04%	191
2024 Q1	$16.1K	Buy	162 +155	+2,214%	+$14.3K	0.01%	816
2023 Q4	$659	Hold	7	–	–	﹤0.01%	548
2023 Q3	$589	Hold	7	–	–	﹤0.01%	570
2023 Q2	$650	Hold	7	–	–	﹤0.01%	602
2023 Q1	$614	Sell	7 -102	-94%	-$8.44K	﹤0.01%	718
2022 Q4	$8.51K	Buy	109 +1	+0.9%	+$74	0.01%	372
2022 Q3	$7K	Hold	108	–	–	0.01%	396
2022 Q2	$8K	Hold	108	–	–	0.01%	379
2022 Q1	$8K	Hold	108	–	–	0.01%	361
2021 Q4	$9.42K	Buy	+108	New	+$9.04K	0.01%	332

Other funds holding OTIS

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 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