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	–	1041
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

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 $3.38T AUM 44.17% 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

Rise Advisors's OTIS Position: Q4 2025 in Review

Rise Advisors sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 811 shares — an estimated $74.2K sold.

Rise Advisors first reported a position in OTIS in Q4 2021 and held it in 16 quarters. The position peaked at $79.4K in Q2 2025. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Rise Advisors reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 811 Otis Worldwide shares in Q4 2025, an estimated $74.2K.
Rise Advisors first reported a position in Otis Worldwide in Q4 2021 and held it in 16 quarters.
Rise Advisors's Otis Worldwide position peaked at $79.4K in Q2 2025.
1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.