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Simon Quick Advisors’s Otis Worldwide OTIS Stock Holding History

Simon Quick Advisors’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
Q2 		– Sell
-4,295
Closed -$443K – 564
2025
Q1 		$443K Buy
+4,295
New +$420K 0.03% 325
2020
Q4 		– Sell
-42
Closed -$3K – 523
2020
Q3 		$3K Buy
+42
New +$2.57K ﹤0.01% 394

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Simon Quick Advisors's OTIS Position: Q2 2025 in Review

Simon Quick Advisors sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 4,295 shares — an estimated $443K sold.

Simon Quick Advisors first reported a position in OTIS in Q3 2020 and held it in 2 quarters. The position peaked at $443K in Q1 2025. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Simon Quick Advisors reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 4,295 Otis Worldwide shares in Q2 2025, an estimated $443K.
  • Simon Quick Advisors first reported a position in Otis Worldwide in Q3 2020 and held it in 2 quarters.
  • Simon Quick Advisors's Otis Worldwide position peaked at $443K in Q1 2025.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.