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Threadgill Financial’s Otis Worldwide OTIS Stock Holding History

Threadgill Financial’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
-33,472
Closed -$3.25M – 55
2025
Q2 		$3.25M Sell
33,472
-93
-0.3% -$8.98K 1.74% 21
2025
Q1 		$3.46M Sell
33,565
-233
-0.7% -$22.8K 1.86% 15
2024
Q4 		$3.13M Buy
33,798
+1,752
+5% +$176K 1.66% 12
2024
Q3 		$3.33M Buy
+32,046
New +$3.05M 1.98% 12

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 $3.37T AUM 44.26% 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

Threadgill Financial's OTIS Position: Q3 2025 in Review

Threadgill Financial sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 33,472 shares — an estimated $3.25M sold.

Threadgill Financial first reported a position in OTIS in Q3 2024 and held it in 4 quarters. The position peaked at $3.46M in Q1 2025. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Threadgill Financial reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Threadgill Financial sold 33,472 Otis Worldwide shares in Q3 2025, an estimated $3.25M.
  • Threadgill Financial first reported a position in Otis Worldwide in Q3 2024 and held it in 4 quarters.
  • Threadgill Financial's Otis Worldwide position peaked at $3.46M in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Threadgill Financial's 13F filing for Q3 2025, filed 7 Oct 2025.