Sapient Capital’s Otis Worldwide OTIS Stock Holding History

Sapient Capital’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	-2,564	Closed	-$234K	–	433
2025 Q3	$234K	Sell	2,564 -19	-0.7%	-$1.73K	﹤0.01%	355
2025 Q2	$256K	Sell	2,583 -7	-0.3%	-$676	﹤0.01%	327
2025 Q1	$267K	Sell	2,590 -15	-0.6%	-$1.47K	0.01%	312
2024 Q4	$241K	Buy	2,605 +35	+1%	+$3.51K	﹤0.01%	336
2024 Q3	$267K	Sell	2,570 -26	-1%	-$2.48K	0.01%	333
2024 Q2	$250K	Sell	2,596 -59	-2%	-$5.69K	0.01%	312
2024 Q1	$264K	Sell	2,655 -8	-0.3%	-$739	0.01%	314
2023 Q4	$238K	Buy	+2,663	New	+$221K	0.01%	340

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 $3.37T AUM 44.26% 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

Sapient Capital's OTIS Position: Q4 2025 in Review

Sapient Capital sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 2,564 shares — an estimated $234K sold.

Sapient Capital first reported a position in OTIS in Q4 2023 and held it in 8 quarters. The position peaked at $267K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Sapient Capital reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Sapient Capital sold 2,564 Otis Worldwide shares in Q4 2025, an estimated $234K.
Sapient Capital first reported a position in Otis Worldwide in Q4 2023 and held it in 8 quarters.
Sapient Capital's Otis Worldwide position peaked at $267K in Q1 2025.
1,310 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Sapient Capital's 13F filing for Q4 2025, filed 5 Feb 2026.