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SeaCrest Wealth Management’s Otis Worldwide OTIS Stock Holding History

SeaCrest Wealth 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
-2,558
Closed -$253K – 663
2025
Q2 		$253K Sell
2,558
-20
-0.8% -$1.93K 0.03% 503
2025
Q1 		$266K Sell
2,578
-202
-7% -$19.7K 0.03% 526
2024
Q4 		$257K Buy
2,780
+778
+39% +$78K 0.03% 538
2024
Q3 		$208K Sell
2,002
-150
-7% -$14.3K 0.02% 602
2024
Q2 		$207K Buy
2,152
+56
+3% +$5.4K 0.02% 571
2024
Q1 		$208K Sell
2,096
-2,377
-53% -$220K 0.03% 557
2023
Q4 		$391K Sell
4,473
-317
-7% -$26.4K 0.05% 369
2023
Q3 		$385K Buy
4,790
+50
+1% +$4.28K 0.05% 373
2023
Q2 		$422K Buy
4,740
+11
+0.2% +$927 0.05% 364
2023
Q1 		$399K Buy
4,729
+13
+0.3% +$1.08K 0.05% 385
2022
Q4 		$369K Sell
4,716
-97
-2% -$7.16K 0.05% 402
2022
Q3 		$307K Buy
4,813
+113
+2% +$8.27K 0.05% 424
2022
Q2 		$332K Buy
4,700
+88
+2% +$6.48K 0.04% 440
2022
Q1 		$355K Sell
4,612
-197
-4% -$15.7K 0.04% 467
2021
Q4 		$419K Sell
4,809
-40
-0.8% -$3.35K 0.05% 408
2021
Q3 		$399K Sell
4,849
-88
-2% -$7.74K 0.05% 408
2021
Q2 		$404K Buy
4,937
+253
+5% +$19.5K 0.05% 405
2021
Q1 		$321K Buy
4,684
+433
+10% +$28.3K 0.04% 439
2020
Q4 		$287K Sell
4,251
-298
-7% -$19.3K 0.04% 450
2020
Q3 		$284K Sell
4,549
-703
-13% -$43K 0.05% 412
2020
Q2 		$299K Buy
+5,252
New +$272K 0.05% 384

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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 $3.38T AUM 44.17% 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

SeaCrest Wealth Management's OTIS Position: Q3 2025 in Review

SeaCrest Wealth Management sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,558 shares — an estimated $253K sold.

SeaCrest Wealth Management first reported a position in OTIS in Q2 2020 and held it in 21 quarters. The position peaked at $422K in Q2 2023. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • SeaCrest Wealth Management reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,558 Otis Worldwide shares in Q3 2025, an estimated $253K.
  • SeaCrest Wealth Management first reported a position in Otis Worldwide in Q2 2020 and held it in 21 quarters.
  • SeaCrest Wealth Management's Otis Worldwide position peaked at $422K in Q2 2023.
  • 1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on SeaCrest Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.