Ross\Johnson & Associates’s Otis Worldwide OTIS Stock Holding History

Ross\Johnson & 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 Q2	–	Sell	-40	Closed	-$4.13K	–	306
2025 Q1	$4.13K	Buy	+40	New	+$3.91K	0.07%	102

Other funds holding OTIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ross\Johnson & Associates's OTIS Position: Q2 2025 in Review

Ross\Johnson & Associates sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 40 shares — an estimated $4.13K sold.

Ross\Johnson & Associates first reported a position in OTIS in Q1 2025 and held it in 1 quarter. The position peaked at $4.13K in Q1 2025. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Ross\Johnson & Associates reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Ross\Johnson & Associates sold 40 Otis Worldwide shares in Q2 2025, an estimated $4.13K.
Ross\Johnson & Associates first reported a position in Otis Worldwide in Q1 2025 and held it in 1 quarter.
Ross\Johnson & Associates's Otis Worldwide position peaked at $4.13K in Q1 2025.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Ross\Johnson & Associates's 13F filing for Q2 2025, filed 15 Aug 2025.