Riverview Trust Company’s Otis Worldwide OTIS Stock Holding History

Riverview Trust Company’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	-230	Closed	-$22.8K	–	216
2025 Q2	$22.8K	Hold	230	–	–	0.03%	167
2025 Q1	$23.7K	Sell	230 -12	-5%	-$1.17K	0.02%	361
2024 Q4	$22.4K	Hold	242	–	–	0.02%	415
2024 Q3	$25.2K	Buy	+242	New	+$23.1K	0.02%	376
2023 Q2	–	Sell	-500	Closed	-$42.2K	–	732
2023 Q1	$42.2K	Hold	500	–	–	0.04%	233
2022 Q4	$39K	Sell	500 -190	-28%	-$14K	0.04%	243
2022 Q3	$44K	Hold	690	–	–	0.04%	227
2022 Q2	$48K	Buy	690 +388	+128%	+$28.6K	0.04%	216
2022 Q1	$23K	Buy	+302	New	+$24.1K	0.02%	440
2020 Q4	–	Sell	-310	Closed	-$19K	–	236
2020 Q3	$19K	Sell	310 -1,398	-82%	-$85.5K	0.02%	202
2020 Q2	$97K	Buy	+1,708	New	+$88.5K	0.09%	121

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 $3.37T AUM 44.26% 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

Riverview Trust Company's OTIS Position: Q3 2025 in Review

Riverview Trust Company sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 230 shares — an estimated $22.8K sold.

Riverview Trust Company first reported a position in OTIS in Q2 2020 and held it in 11 quarters. The position peaked at $97K in Q2 2020. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Riverview Trust Company reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
Riverview Trust Company sold 230 Otis Worldwide shares in Q3 2025, an estimated $22.8K.
Riverview Trust Company first reported a position in Otis Worldwide in Q2 2020 and held it in 11 quarters.
Riverview Trust Company's Otis Worldwide position peaked at $97K in Q2 2020.
1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Riverview Trust Company's 13F filing for Q3 2025, filed 22 Oct 2025.