TownSquare Capital’s Otis Worldwide OTIS Stock Holding History

TownSquare Capital’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	-8,298	Closed	-$856K	–	1298
2025 Q1	$856K	Buy	8,298 +1,272	+18%	+$124K	0.01%	911
2024 Q4	$651K	Buy	7,026 +1,801	+34%	+$181K	0.01%	917
2024 Q3	$543K	Buy	5,225 +359	+7%	+$34.2K	0.01%	937
2024 Q2	$468K	Buy	4,866 +282	+6%	+$27.2K	0.01%	911
2024 Q1	$455K	Buy	4,584 +302	+7%	+$27.9K	0.01%	880
2023 Q4	$383K	Buy	+4,282	New	+$356K	0.01%	850
2023 Q3	–	Sell	-4,553	Closed	-$405K	–	1135
2023 Q2	$405K	Buy	4,553 +266	+6%	+$22.4K	0.01%	828
2023 Q1	$362K	Buy	4,287 +164	+4%	+$13.6K	0.01%	777
2022 Q4	$323K	Buy	+4,123	New	+$304K	0.01%	783

Other funds holding OTIS

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

TownSquare Capital's OTIS Position: Q2 2025 in Review

TownSquare Capital sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 8,298 shares — an estimated $856K sold.

TownSquare Capital first reported a position in OTIS in Q4 2022 and held it in 9 quarters. The position peaked at $856K in Q1 2025. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

TownSquare Capital reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 8,298 Otis Worldwide shares in Q2 2025, an estimated $856K.
TownSquare Capital first reported a position in Otis Worldwide in Q4 2022 and held it in 9 quarters.
TownSquare Capital's Otis Worldwide position peaked at $856K in Q1 2025.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.