Schnieders Capital Management’s Otis Worldwide OTIS Stock Holding History

Schnieders Capital Management’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	-2,179	Closed	-$216K	–	229
2025 Q2	$216K	Sell	2,179 -2,034	-48%	-$196K	0.04%	211
2025 Q1	$435K	Hold	4,213	–	–	0.09%	131
2024 Q4	$390K	Hold	4,213	–	–	0.08%	144
2024 Q3	$438K	Buy	4,213 +69	+2%	+$6.57K	0.08%	142
2024 Q2	$399K	Hold	4,144	–	–	0.08%	132
2024 Q1	$411K	Hold	4,144	–	–	0.08%	136
2023 Q4	$371K	Sell	4,144 -1,378	-25%	-$115K	0.08%	141
2023 Q3	$443K	Hold	5,522	–	–	0.1%	118
2023 Q2	$492K	Hold	5,522	–	–	0.1%	118
2023 Q1	$466K	Sell	5,522 -500	-8%	-$41.4K	0.1%	126
2022 Q4	$472K	Buy	6,022 +1,370	+29%	+$101K	0.11%	119
2022 Q3	$297K	Buy	+4,652	New	+$340K	0.08%	155
2022 Q1	–	Sell	-2,534	Closed	-$221K	–	212
2021 Q4	$221K	Buy	+2,534	New	+$212K	0.05%	191

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 $3.38T AUM 44.17% 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

Schnieders Capital Management's OTIS Position: Q3 2025 in Review

Schnieders Capital Management sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,179 shares — an estimated $216K sold.

Schnieders Capital Management first reported a position in OTIS in Q4 2021 and held it in 13 quarters. The position peaked at $492K in Q2 2023. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Schnieders Capital Management reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
Schnieders Capital Management sold 2,179 Otis Worldwide shares in Q3 2025, an estimated $216K.
Schnieders Capital Management first reported a position in Otis Worldwide in Q4 2021 and held it in 13 quarters.
Schnieders Capital Management's Otis Worldwide position peaked at $492K in Q2 2023.
1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Schnieders Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.