Simplex Trading
OTIS icon

Simplex Trading’s Otis Worldwide OTIS Stock Holding History

Simplex Trading’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
Q4 		– Sell
-2,509
Closed -$224K – 9660
2025
Q3 		$229K Sell
2,509
-642
-20% -$58.3K ﹤0.01% 4778
2025
Q2 		$312K Buy
+3,151
New +$304K ﹤0.01% 4023
2024
Q1 		– Sell
-5,059
Closed -$468K – 9587
2023
Q4 		$452K Buy
5,059
+1,709
+51% +$142K ﹤0.01% 3799
2023
Q3 		$269K Buy
+3,350
New +$286K ﹤0.01% 4043
2023
Q1 		– Sell
-7,744
Closed -$641K – 9835
2022
Q4 		$606K Sell
7,744
-8,882
-53% -$656K ﹤0.01% 2972
2022
Q3 		$1.06M Sell
16,626
-13,855
-45% -$1.01M ﹤0.01% 2575
2022
Q2 		$2.15M Buy
30,481
+23,702
+350% +$1.75M ﹤0.01% 1790
2022
Q1 		$521K Buy
+6,779
New +$542K ﹤0.01% 3791

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Simplex Trading's OTIS Position: Q4 2025 in Review

Simplex Trading sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 2,509 shares — an estimated $224K sold.

Simplex Trading first reported a position in OTIS in Q1 2022 and held it in 8 quarters. The position peaked at $2.15M in Q2 2022. 1,310 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • Simplex Trading reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 2,509 Otis Worldwide shares in Q4 2025, an estimated $224K.
  • Simplex Trading first reported a position in Otis Worldwide in Q1 2022 and held it in 8 quarters.
  • Simplex Trading's Otis Worldwide position peaked at $2.15M in Q2 2022.
  • 1,310 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.