Schwartz Investment Counsel’s Otis Worldwide OTIS Stock Holding History

Schwartz Investment Counsel’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	-85,000	Closed	-$8.77M	–	125
2025 Q1	$8.77M	Hold	85,000	–	–	0.3%	70
2024 Q4	$7.87M	Hold	85,000	–	–	0.28%	72
2024 Q3	$8.83M	Hold	85,000	–	–	0.31%	71
2024 Q2	$8.18M	Hold	85,000	–	–	0.3%	72
2024 Q1	$8.44M	Hold	85,000	–	–	0.31%	74
2023 Q4	$7.6M	Hold	85,000	–	–	0.3%	72
2023 Q3	$6.83M	Sell	85,000 -12,000	-12%	-$1.03M	0.29%	75
2023 Q2	$8.63M	Hold	97,000	–	–	0.36%	68
2023 Q1	$8.19M	Hold	97,000	–	–	0.36%	67
2022 Q4	$7.6M	Hold	97,000	–	–	0.34%	62
2022 Q3	$6.19M	Hold	97,000	–	–	0.32%	65
2022 Q2	$6.86M	Hold	97,000	–	–	0.33%	65
2022 Q1	$7.46M	Hold	97,000	–	–	0.31%	62
2021 Q4	$8.45M	Hold	97,000	–	–	0.33%	56
2021 Q3	$7.98M	Hold	97,000	–	–	0.33%	57
2021 Q2	$7.93M	Hold	97,000	–	–	0.32%	59
2021 Q1	$6.64M	Buy	97,000 +15,000	+18%	+$981K	0.29%	60
2020 Q4	$5.54M	Hold	82,000	–	–	0.25%	62
2020 Q3	$5.12M	Hold	82,000	–	–	0.26%	63
2020 Q2	$4.66M	Buy	+82,000	New	+$4.25M	0.25%	63

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

Schwartz Investment Counsel's OTIS Position: Q2 2025 in Review

Schwartz Investment Counsel sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 85,000 shares — an estimated $8.77M sold.

Schwartz Investment Counsel first reported a position in OTIS in Q2 2020 and held it in 20 quarters. The position peaked at $8.83M in Q3 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Schwartz Investment Counsel reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Schwartz Investment Counsel sold 85,000 Otis Worldwide shares in Q2 2025, an estimated $8.77M.
Schwartz Investment Counsel first reported a position in Otis Worldwide in Q2 2020 and held it in 20 quarters.
Schwartz Investment Counsel's Otis Worldwide position peaked at $8.83M in Q3 2024.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Schwartz Investment Counsel's 13F filing for Q2 2025, filed 30 Jul 2025.