Sowell Financial Services’s Otis Worldwide OTIS Stock Holding History

Sowell Financial Services’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	-2,824	Closed	-$291K	–	1085
2025 Q1	$291K	Buy	+2,824	New	+$276K	0.01%	780
2021 Q2	–	Sell	-4,893	Closed	-$383K	–	2045
2021 Q1	$383K	Sell	4,893 -1	-0%	-$65	0.01%	747
2020 Q4	$331K	Buy	4,894 +2,113	+76%	+$137K	0.01%	660
2020 Q3	$174K	Sell	2,781 -648	-19%	-$39.6K	0.01%	779
2020 Q2	$195K	Buy	+3,429	New	+$178K	0.01%	732

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sowell Financial Services's OTIS Position: Q2 2025 in Review

Sowell Financial Services sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 2,824 shares — an estimated $291K sold.

Sowell Financial Services first reported a position in OTIS in Q2 2020 and held it in 5 quarters. The position peaked at $383K in Q1 2021. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Sowell Financial Services reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Sowell Financial Services sold 2,824 Otis Worldwide shares in Q2 2025, an estimated $291K.
Sowell Financial Services first reported a position in Otis Worldwide in Q2 2020 and held it in 5 quarters.
Sowell Financial Services's Otis Worldwide position peaked at $383K in Q1 2021.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.