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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

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BlackRock New York $5.7T 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 $1.47T 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