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Syntax Research’s Otis Worldwide OTIS Stock Holding History

Syntax Research’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
Q4 		– Sell
-59
Closed -$5.39K – 178
2025
Q3 		$5.39K Hold
59
– – ﹤0.01% 160
2025
Q2 		$5.84K Hold
59
– – ﹤0.01% 152
2025
Q1 		$6.09K Hold
59
– – ﹤0.01% 154
2024
Q4 		$5.46K Hold
59
– – ﹤0.01% 165
2024
Q3 		$6.13K Hold
59
– – ﹤0.01% 163
2024
Q2 		$5.68K Hold
59
– – ﹤0.01% 152
2024
Q1 		$5.86K Hold
59
– – ﹤0.01% 150
2023
Q4 		$5.28K Hold
59
– – ﹤0.01% 158
2023
Q3 		$4.74K Buy
+59
New +$5.05K ﹤0.01% 160

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Syntax Research's OTIS Position: Q4 2025 in Review

Syntax Research sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 59 shares — an estimated $5.39K sold.

Syntax Research first reported a position in OTIS in Q3 2023 and held it in 9 quarters. The position peaked at $6.13K in Q3 2024. 1,310 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • Syntax Research reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
  • Syntax Research sold 59 Otis Worldwide shares in Q4 2025, an estimated $5.39K.
  • Syntax Research first reported a position in Otis Worldwide in Q3 2023 and held it in 9 quarters.
  • Syntax Research's Otis Worldwide position peaked at $6.13K in Q3 2024.
  • 1,310 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Syntax Research's 13F filing for Q4 2025, filed 2 Feb 2026.