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
2026
Q1 		$2.15M Buy
27,900
+20,900
+299% +$1.83M ﹤0.01% 1762
2025
Q4 		$611K Sell
7,000
-12,500
-64% -$1.12M ﹤0.01% 3100
2025
Q3 		$1.78M Buy
19,500
+11,900
+157% +$1.08M ﹤0.01% 2442
2025
Q2 		$752K Sell
7,600
-400
-5% -$38.6K ﹤0.01% 3087
2025
Q1 		$825K Sell
8,000
-65,800
-89% -$6.43M ﹤0.01% 2891
2024
Q4 		$6.83M Buy
73,800
+40,200
+120% +$4.03M ﹤0.01% 1257
2024
Q3 		$3.49M Buy
33,600
+16,700
+99% +$1.59M ﹤0.01% 1795
2024
Q2 		$1.63M Sell
16,900
-28,100
-62% -$2.71M ﹤0.01% 2400
2024
Q1 		$4.47M Buy
45,000
+15,700
+54% +$1.45M ﹤0.01% 1693
2023
Q4 		$2.62M Sell
29,300
-11,500
-28% -$956K ﹤0.01% 2141
2023
Q3 		$3.28M Buy
40,800
+23,900
+141% +$2.04M ﹤0.01% 1644
2023
Q2 		$1.5M Sell
16,900
-62,100
-79% -$5.23M ﹤0.01% 2211
2023
Q1 		$6.67M Buy
79,000
+67,500
+587% +$5.59M 0.01% 1120
2022
Q4 		$900K Sell
11,500
-29,700
-72% -$2.19M ﹤0.01% 2563
2022
Q3 		$2.63M Sell
41,200
-70,900
-63% -$5.19M ﹤0.01% 1728
2022
Q2 		$7.92M Buy
112,100
+45,100
+67% +$3.32M 0.01% 902
2022
Q1 		$5.16M Buy
67,000
+24,300
+57% +$1.94M ﹤0.01% 1220
2021
Q4 		$3.72M Buy
42,700
+33,900
+385% +$2.84M ﹤0.01% 1455
2021
Q3 		$722K Sell
8,800
-400
-4% -$35.2K ﹤0.01% 3552
2021
Q2 		$752K Buy
9,200
+8,878
+2,757% +$683K ﹤0.01% 3547
2021
Q1 		$2.2M Sell
322
-119
-27% -$7.78K ﹤0.01% 1509
2020
Q4 		$2.98M Buy
441
+294
+200% +$19.1K ﹤0.01% 1395
2020
Q3 		$917K Sell
147
-370
-72% -$22.6K ﹤0.01% 2324
2020
Q2 		$2.94M Buy
+517
New +$26.8K ﹤0.01% 1199

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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. 1,307 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.
  • 1,307 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.