Stephens Consulting’s Otis Worldwide OTIS Stock Holding History

Stephens Consulting’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	-13	Closed	-$1.29K	–	937
2025 Q2	$1.29K	Buy	+13	New	+$1.25K	﹤0.01%	598

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Stephens Consulting's OTIS Position: Q3 2025 in Review

Stephens Consulting sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 13 shares — an estimated $1.29K sold.

Stephens Consulting first reported a position in OTIS in Q2 2025 and held it in 1 quarter. The position peaked at $1.29K in Q2 2025. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Stephens Consulting reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 13 Otis Worldwide shares in Q3 2025, an estimated $1.29K.
Stephens Consulting first reported a position in Otis Worldwide in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Otis Worldwide position peaked at $1.29K in Q2 2025.
1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.