Silver Oak Securities’s Otis Worldwide OTIS Stock Holding History

Silver Oak Securities’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	-5,144	Closed	-$509K	–	803
2025 Q2	$509K	Buy	5,144 +23	+0.4%	+$2.22K	0.04%	404
2025 Q1	$523K	Buy	5,121 +20	+0.4%	+$1.95K	0.05%	364
2024 Q4	$472K	Sell	5,101 -780	-13%	-$78.2K	0.04%	393
2024 Q3	$597K	Buy	5,881 +710	+14%	+$67.6K	0.06%	299
2024 Q2	$498K	Hold	5,171	–	–	0.07%	222
2024 Q1	$513K	Buy	5,171 +157	+3%	+$14.5K	0.08%	226
2023 Q4	$449K	Sell	5,014 -148	-3%	-$12.3K	0.06%	296
2023 Q3	$415K	Buy	5,162 +163	+3%	+$13.9K	0.09%	181
2023 Q2	$445K	Buy	+4,999	New	+$421K	0.07%	247
2022 Q4	–	Sell	-5,162	Closed	-$415K	–	419
2022 Q3	$415K	Buy	+5,162	New	+$378K	0.09%	181

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

Silver Oak Securities's OTIS Position: Q3 2025 in Review

Silver Oak Securities sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 5,144 shares — an estimated $509K sold.

Silver Oak Securities first reported a position in OTIS in Q3 2022 and held it in 10 quarters. The position peaked at $597K in Q3 2024. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Silver Oak Securities reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
Silver Oak Securities sold 5,144 Otis Worldwide shares in Q3 2025, an estimated $509K.
Silver Oak Securities first reported a position in Otis Worldwide in Q3 2022 and held it in 10 quarters.
Silver Oak Securities's Otis Worldwide position peaked at $597K in Q3 2024.
1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Silver Oak Securities's 13F filing for Q3 2025, filed 21 Oct 2025.