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Stonebridge Financial Group (Pennsylvania)’s Otis Worldwide OTIS Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-59
Closed -$6.09K – 711
2025
Q1 		$6.09K Buy
59
+9
+18% +$879 ﹤0.01% 672
2024
Q4 		$4.63K Buy
+50
New +$5.01K ﹤0.01% 693

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Stonebridge Financial Group (Pennsylvania)'s OTIS Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 59 shares — an estimated $6.09K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in OTIS in Q4 2024 and held it in 2 quarters. The position peaked at $6.09K in Q1 2025. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 59 Otis Worldwide shares in Q2 2025, an estimated $6.09K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Otis Worldwide in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Otis Worldwide position peaked at $6.09K in Q1 2025.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.