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Spinnaker Trust’s Otis Worldwide OTIS Stock Holding History

Spinnaker Trust’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
-2,690
Closed -$266K – 298
2025
Q2 		$266K Hold
2,690
– – 0.02% 259
2025
Q1 		$278K Buy
2,690
+200
+8% +$19.5K 0.02% 246
2024
Q4 		$231K Buy
2,490
+100
+4% +$10K 0.01% 262
2024
Q3 		$248K Sell
2,390
-380
-14% -$36.2K 0.02% 260
2024
Q2 		$267K Hold
2,770
– – 0.02% 246
2024
Q1 		$275K Sell
2,770
-240
-8% -$22.2K 0.02% 244
2023
Q4 		$269K Sell
3,010
-365
-11% -$30.3K 0.02% 241
2023
Q3 		$271K Buy
3,375
+154
+5% +$13.2K 0.02% 235
2023
Q2 		$287K Buy
3,221
+365
+13% +$30.8K 0.02% 229
2023
Q1 		$241K Hold
2,856
– – 0.02% 232
2022
Q4 		$224K Buy
+2,856
New +$211K 0.02% 251
2022
Q3 		– Sell
-3,000
Closed -$212K – 268
2022
Q2 		$212K Sell
3,000
-87
-3% -$6.41K 0.02% 257
2022
Q1 		$238K Hold
3,087
– – 0.02% 260
2021
Q4 		$269K Buy
3,087
+363
+13% +$30.4K 0.02% 251
2021
Q3 		$224K Hold
2,724
– – 0.02% 255
2021
Q2 		$223K Buy
+2,724
New +$210K 0.02% 254
2021
Q1 		– Sell
-3,780
Closed -$255K – 258
2020
Q4 		$255K Hold
3,780
– – 0.02% 225
2020
Q3 		$235K Sell
3,780
-199
-5% -$12.2K 0.02% 212
2020
Q2 		$226K Buy
+3,979
New +$206K 0.02% 216

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Spinnaker Trust's OTIS Position: Q3 2025 in Review

Spinnaker Trust sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,690 shares — an estimated $266K sold.

Spinnaker Trust first reported a position in OTIS in Q2 2020 and held it in 19 quarters. The position peaked at $287K in Q2 2023. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Spinnaker Trust reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Spinnaker Trust sold 2,690 Otis Worldwide shares in Q3 2025, an estimated $266K.
  • Spinnaker Trust first reported a position in Otis Worldwide in Q2 2020 and held it in 19 quarters.
  • Spinnaker Trust's Otis Worldwide position peaked at $287K in Q2 2023.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Spinnaker Trust's 13F filing for Q3 2025, filed 5 Nov 2025.