SW
OTIS icon

SVB Wealth’s Otis Worldwide OTIS Stock Holding History

SVB Wealth’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
-3,297
Closed -$340K – 1259
2025
Q1 		$340K Sell
3,297
-347
-10% -$33.9K 0.01% 248
2024
Q4 		$337K Buy
+3,644
New +$365K 0.01% 520
2024
Q3 		– Sell
-3,965
Closed -$382K – 423
2024
Q2 		$382K Sell
3,965
-492
-11% -$47.4K 0.01% 487
2024
Q1 		$442K Sell
4,457
-282
-6% -$26.1K 0.01% 509
2023
Q4 		$424K Buy
4,739
+11
+0.2% +$915 0.01% 529
2023
Q3 		$380K Sell
4,728
-863
-15% -$73.8K 0.01% 528
2023
Q2 		$498K Sell
5,591
-549
-9% -$46.3K 0.01% 487
2023
Q1 		$518K Sell
6,140
-4,501
-42% -$372K 0.01% 526
2022
Q4 		$833K Sell
10,641
-1,019
-9% -$75.2K 0.01% 440
2022
Q3 		$744K Buy
11,660
+2,870
+33% +$210K 0.01% 431
2022
Q2 		$621K Sell
8,790
-727
-8% -$53.5K 0.01% 402
2022
Q1 		$732K Buy
9,517
+195
+2% +$15.6K 0.01% 374
2021
Q4 		$812K Sell
9,322
-2,695
-22% -$226K 0.01% 346
2021
Q3 		$989K Sell
12,017
-3,185
-21% -$280K 0.01% 394
2021
Q2 		$1.24M Sell
15,202
-187
-1% -$14.4K 0.02% 345
2021
Q1 		$1.05M Sell
15,389
-2,454
-14% -$160K 0.01% 340
2020
Q4 		$1.21M Sell
17,843
-911
-5% -$59.1K 0.02% 299
2020
Q3 		$1.17M Sell
18,754
-1,211
-6% -$74.1K 0.02% 274
2020
Q2 		$1.14M Buy
+19,965
New +$1.03M 0.02% 257

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

SVB Wealth's OTIS Position: Q2 2025 in Review

SVB Wealth sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 3,297 shares — an estimated $340K sold.

SVB Wealth first reported a position in OTIS in Q2 2020 and held it in 19 quarters. The position peaked at $1.24M in Q2 2021. 1,270 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • SVB Wealth reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 3,297 Otis Worldwide shares in Q2 2025, an estimated $340K.
  • SVB Wealth first reported a position in Otis Worldwide in Q2 2020 and held it in 19 quarters.
  • SVB Wealth's Otis Worldwide position peaked at $1.24M in Q2 2021.
  • 1,270 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.