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Sagespring Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Sagespring Wealth Partners’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
-3,059
Closed -$303K – 758
2025
Q2 		$303K Buy
3,059
+93
+3% +$8.98K 0.01% 575
2025
Q1 		$306K Buy
+2,966
New +$290K 0.01% 507

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Sagespring Wealth Partners's OTIS Position: Q3 2025 in Review

Sagespring Wealth Partners sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 3,059 shares — an estimated $303K sold.

Sagespring Wealth Partners first reported a position in OTIS in Q1 2025 and held it in 2 quarters. The position peaked at $306K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Sagespring Wealth Partners reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 3,059 Otis Worldwide shares in Q3 2025, an estimated $303K.
  • Sagespring Wealth Partners first reported a position in Otis Worldwide in Q1 2025 and held it in 2 quarters.
  • Sagespring Wealth Partners's Otis Worldwide position peaked at $306K in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Sagespring Wealth Partners's 13F filing for Q3 2025, filed 31 Oct 2025.