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Stock Yards Bank & Trust’s Otis Worldwide OTIS Stock Holding History

Stock Yards Bank & 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
-2,268
Closed -$225K – 395
2025
Q2 		$225K Buy
2,268
+15
+0.7% +$1.45K 0.01% 360
2025
Q1 		$233K Sell
2,253
-125
-5% -$12.2K 0.01% 354
2024
Q4 		$220K Sell
2,378
-125
-5% -$12.5K 0.01% 353
2024
Q3 		$260K Sell
2,503
-135
-5% -$12.9K 0.01% 344
2024
Q2 		$254K Sell
2,638
-378
-13% -$36.4K 0.01% 349
2024
Q1 		$299K Sell
3,016
-32
-1% -$2.96K 0.01% 343
2023
Q4 		$273K Sell
3,048
-733
-19% -$60.9K 0.01% 334
2023
Q3 		$304K Buy
3,781
+84
+2% +$7.18K 0.01% 320
2023
Q2 		$329K Hold
3,697
– – 0.01% 322
2023
Q1 		$312K Sell
3,697
-302
-8% -$25K 0.01% 332
2022
Q4 		$313K Sell
3,999
-717
-15% -$52.9K 0.01% 342
2022
Q3 		$301K Hold
4,716
– – 0.01% 337
2022
Q2 		$333K Buy
4,716
+2,022
+75% +$149K 0.01% 339
2022
Q1 		$207K Buy
2,694
+1
+0% +$80 0.01% 261
2021
Q4 		$235K Buy
+2,693
New +$225K 0.01% 262

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 $3.38T AUM 44.17% 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

Stock Yards Bank & Trust's OTIS Position: Q3 2025 in Review

Stock Yards Bank & Trust sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,268 shares — an estimated $225K sold.

Stock Yards Bank & Trust first reported a position in OTIS in Q4 2021 and held it in 15 quarters. The position peaked at $333K in Q2 2022. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Stock Yards Bank & Trust reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Stock Yards Bank & Trust sold 2,268 Otis Worldwide shares in Q3 2025, an estimated $225K.
  • Stock Yards Bank & Trust first reported a position in Otis Worldwide in Q4 2021 and held it in 15 quarters.
  • Stock Yards Bank & Trust's Otis Worldwide position peaked at $333K in Q2 2022.
  • 1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Stock Yards Bank & Trust's 13F filing for Q3 2025, filed 30 Oct 2025.