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Smallwood Wealth Investment Management’s Otis Worldwide OTIS Stock Holding History

Smallwood Wealth Investment Management’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
Closed -$495 – 567
2025
Q2 		$495 Buy
+5
New +$483 ﹤0.01% 496

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State Street
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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 $1.56T 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

Smallwood Wealth Investment Management's OTIS Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 5 shares — an estimated $495 sold.

Smallwood Wealth Investment Management first reported a position in OTIS in Q2 2025 and held it in 1 quarter. The position peaked at $495 in Q2 2025. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 5 Otis Worldwide shares in Q3 2025, an estimated $495.
  • Smallwood Wealth Investment Management first reported a position in Otis Worldwide in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Otis Worldwide position peaked at $495 in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.