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 		$509K Buy
6,600
+2,500
+61% +$219K ﹤0.01% 3245
2025
Q4 		$358K Buy
4,100
+1,500
+58% +$134K ﹤0.01% 3637
2025
Q3 		$237K Sell
2,600
-28,800
-92% -$2.61M ﹤0.01% 4730
2025
Q2 		$3.11M Buy
31,400
+27,300
+666% +$2.64M ﹤0.01% 1727
2025
Q1 		$423K Sell
4,100
-5,700
-58% -$557K ﹤0.01% 3567
2024
Q4 		$907K Sell
9,800
-27,100
-73% -$2.72M ﹤0.01% 2933
2024
Q3 		$3.83M Buy
36,900
+21,600
+141% +$2.06M ﹤0.01% 1700
2024
Q2 		$1.47M Sell
15,300
-6,100
-29% -$588K ﹤0.01% 2507
2024
Q1 		$2.12M Buy
21,400
+8,200
+62% +$758K ﹤0.01% 2356
2023
Q4 		$1.18M Buy
13,200
+800
+6% +$66.5K ﹤0.01% 2853
2023
Q3 		$995K Sell
12,400
-5,100
-29% -$436K ﹤0.01% 2660
2023
Q2 		$1.56M Sell
17,500
-83,800
-83% -$7.06M ﹤0.01% 2187
2023
Q1 		$8.55M Buy
101,300
+79,700
+369% +$6.6M 0.01% 983
2022
Q4 		$1.69M Buy
21,600
+1,400
+7% +$103K ﹤0.01% 1995
2022
Q3 		$1.29M Sell
20,200
-67,800
-77% -$4.96M ﹤0.01% 2365
2022
Q2 		$6.22M Buy
88,000
+71,200
+424% +$5.24M 0.01% 1024
2022
Q1 		$1.29M Sell
16,800
-1,000
-6% -$79.9K ﹤0.01% 2594
2021
Q4 		$1.55M Sell
17,800
-83,600
-82% -$7M ﹤0.01% 2324
2021
Q3 		$8.32M Buy
101,400
+100
+0.1% +$8.79K 0.01% 834
2021
Q2 		$8.28M Buy
101,300
+101,191
+92,836% +$7.79M 0.01% 812
2021
Q1 		$746K Buy
109
+64
+142% +$4.18K ﹤0.01% 2797
2020
Q4 		$303K Sell
45
-55
-55% -$3.57K ﹤0.01% 4061
2020
Q3 		$624K Sell
100
-11
-10% -$673 ﹤0.01% 2756
2020
Q2 		$631K Buy
+111
New +$5.75K ﹤0.01% 2639

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.