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Sentinel Trust’s Otis Worldwide OTIS Stock Holding History

Sentinel Trust’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
-2,752
Closed -$273K – 133
2025
Q2 		$273K Sell
2,752
-2
-0.1% -$193 0.03% 113
2025
Q1 		$284K Buy
2,754
+4
+0.1% +$391 0.03% 114
2024
Q4 		$255K Hold
2,750
– – 0.03% 119
2024
Q3 		$286K Hold
2,750
– – 0.03% 123
2024
Q2 		$265K Hold
2,750
– – 0.03% 126
2024
Q1 		$273K Hold
2,750
– – 0.04% 123
2023
Q4 		$246K Hold
2,750
– – 0.03% 122
2023
Q3 		$221K Buy
2,750
+149
+6% +$12.7K 0.03% 124
2023
Q2 		$232K Buy
2,601
+1
+0% +$84 0.03% 122
2023
Q1 		$219K Buy
+2,600
New +$215K 0.03% 122

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 $3.37T 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

Sentinel Trust's OTIS Position: Q3 2025 in Review

Sentinel Trust sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,752 shares — an estimated $273K sold.

Sentinel Trust first reported a position in OTIS in Q1 2023 and held it in 10 quarters. The position peaked at $286K in Q3 2024. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Sentinel Trust reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Sentinel Trust sold 2,752 Otis Worldwide shares in Q3 2025, an estimated $273K.
  • Sentinel Trust first reported a position in Otis Worldwide in Q1 2023 and held it in 10 quarters.
  • Sentinel Trust's Otis Worldwide position peaked at $286K in Q3 2024.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Sentinel Trust's 13F filing for Q3 2025, filed 4 Nov 2025.