Sierra Ocean’s Otis Worldwide OTIS Stock Holding History

Sierra Ocean’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	-74	Closed	-$7.38K	–	679
2025 Q2	$7.38K	Hold	74	–	–	0.01%	517
2025 Q1	$7.69K	Hold	74	–	–	0.01%	492
2024 Q4	$6.9K	Buy	+74	New	+$7.42K	0.01%	503

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

Sierra Ocean's OTIS Position: Q3 2025 in Review

Sierra Ocean sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 74 shares — an estimated $7.38K sold.

Sierra Ocean first reported a position in OTIS in Q4 2024 and held it in 3 quarters. The position peaked at $7.69K in Q1 2025. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Sierra Ocean reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 74 Otis Worldwide shares in Q3 2025, an estimated $7.38K.
Sierra Ocean first reported a position in Otis Worldwide in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Otis Worldwide position peaked at $7.69K in Q1 2025.
1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.