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Shell Asset Management’s Otis Worldwide OTIS Stock Holding History

Shell Asset 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 		$1.15M Sell
12,533
-6,837
-35% -$621K 0.12% 206
2025
Q2 		$1.92M Buy
19,370
+10,633
+122% +$1.03M 0.07% 268
2025
Q1 		$902K Sell
8,737
-396
-4% -$38.7K 0.04% 326
2024
Q4 		$846K Sell
9,133
-304
-3% -$30.5K 0.04% 347
2024
Q3 		$981K Buy
+9,437
New +$899K 0.04% 307
2024
Q1 		$908K Sell
9,437
-7,951
-46% -$735K 0.04% 315
2023
Q4 		$1.56M Sell
17,388
-4,780
-22% -$397K 0.07% 256
2023
Q3 		$1.78M Sell
22,168
-505
-2% -$43.2K 0.07% 257
2023
Q2 		$2.02M Sell
22,673
-3,607
-14% -$304K 0.08% 241
2023
Q1 		$2.22M Sell
26,280
-381
-1% -$31.5K 0.09% 227
2022
Q4 		$2.09M Sell
26,661
-4,755
-15% -$351K 0.09% 233
2022
Q3 		$2M Sell
31,416
-7,921
-20% -$579K 0.08% 247
2022
Q2 		$2.78M Buy
39,337
+17,102
+77% +$1.26M 0.08% 240
2022
Q1 		$1.71M Sell
22,235
-807
-4% -$64.5K 0.04% 360
2021
Q4 		$2.01M Buy
23,042
+6,084
+36% +$509K 0.04% 362
2021
Q3 		$1.4M Sell
16,958
-17,754
-51% -$1.56M 0.03% 408
2021
Q2 		$2.84M Sell
34,712
-10,795
-24% -$831K 0.06% 303
2021
Q1 		$3.12M Buy
45,507
+19,362
+74% +$1.27M 0.06% 287
2020
Q4 		$1.77M Buy
26,145
+10,218
+64% +$663K 0.04% 404
2020
Q3 		$994K Buy
15,927
+294
+2% +$18K 0.02% 463
2020
Q2 		$889K Buy
+15,633
New +$810K 0.02% 466

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Shell Asset Management's OTIS Position: Q3 2025 in Review

Shell Asset Management reduced its Otis Worldwide (OTIS) stake by 35% in Q3 2025, selling an estimated $621K and leaving 12,533 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #206.

Shell Asset Management first reported a position in OTIS in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.12M in Q1 2021. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Shell Asset Management held 12,533 shares of Otis Worldwide worth $1.15M as of Q3 2025.
  • Shell Asset Management sold 6,837 Otis Worldwide shares in Q3 2025, an estimated $621K.
  • Otis Worldwide made up 0.12% of Shell Asset Management's portfolio in Q3 2025, its #206 holding.
  • Shell Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 21 quarters since.
  • Shell Asset Management's Otis Worldwide position peaked at $3.12M in Q1 2021.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.