Tortoise Investment Management’s Otis Worldwide OTIS Stock Holding History

Tortoise Investment Management’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	-140	Closed	-$12.8K	–	1073
2025 Q3	$12.8K	Hold	140	–	–	﹤0.01%	583
2025 Q2	$13.9K	Buy	140 +15	+12%	+$1.45K	﹤0.01%	560
2025 Q1	$12.9K	Hold	125	–	–	﹤0.01%	553
2024 Q4	$11.6K	Hold	125	–	–	﹤0.01%	609
2024 Q3	$13K	Hold	125	–	–	﹤0.01%	609
2024 Q2	$12K	Hold	125	–	–	﹤0.01%	607
2024 Q1	$12.4K	Hold	125	–	–	﹤0.01%	595
2023 Q4	$11.2K	Sell	125 -6	-5%	-$499	﹤0.01%	554
2023 Q3	$10.5K	Buy	131 +6	+5%	+$513	﹤0.01%	552
2023 Q2	$11.1K	Hold	125	–	–	﹤0.01%	540
2023 Q1	$10.6K	Hold	125	–	–	﹤0.01%	540
2022 Q4	$9.79K	Sell	125 -50	-29%	-$3.69K	﹤0.01%	542
2022 Q3	$11K	Hold	175	–	–	﹤0.01%	514
2022 Q2	$12K	Hold	175	–	–	﹤0.01%	496
2022 Q1	$13K	Hold	175	–	–	﹤0.01%	479
2021 Q4	$15K	Hold	175	–	–	﹤0.01%	435
2021 Q3	$14K	Hold	175	–	–	﹤0.01%	435
2021 Q2	$14K	Hold	175	–	–	﹤0.01%	428
2021 Q1	$12K	Buy	175 +50	+40%	+$3.27K	﹤0.01%	420
2020 Q4	$8K	Hold	125	–	–	﹤0.01%	443
2020 Q3	$8K	Buy	125 +50	+67%	+$3.06K	﹤0.01%	409
2020 Q2	$4K	Buy	+75	New	+$3.89K	﹤0.01%	429

Other funds holding OTIS

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J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Tortoise Investment Management's OTIS Position: Q4 2025 in Review

Tortoise Investment Management sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 140 shares — an estimated $12.8K sold.

Tortoise Investment Management first reported a position in OTIS in Q2 2020 and held it in 22 quarters. The position peaked at $15K in Q4 2021. 1,310 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Tortoise Investment Management reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 140 Otis Worldwide shares in Q4 2025, an estimated $12.8K.
Tortoise Investment Management first reported a position in Otis Worldwide in Q2 2020 and held it in 22 quarters.
Tortoise Investment Management's Otis Worldwide position peaked at $15K in Q4 2021.
1,310 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.