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Tradewinds Capital Management’s Otis Worldwide OTIS Stock Holding History

Tradewinds Capital 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
Q2 		– Sell
-6
Closed -$660 – 684
2025
Q1 		$660 Buy
+6
New +$586 ﹤0.01% 568
2022
Q2 		– Sell
-25
Closed -$2K – 680
2022
Q1 		$2K Hold
25
– – ﹤0.01% 678
2021
Q4 		$2K Sell
25
-17
-40% -$1.42K ﹤0.01% 685
2021
Q3 		$3K Hold
42
– – ﹤0.01% 625
2021
Q2 		$3K Hold
42
– – ﹤0.01% 634
2021
Q1 		$3K Hold
42
– – ﹤0.01% 605
2020
Q4 		$3K Hold
42
– – ﹤0.01% 567
2020
Q3 		$3K Hold
42
– – ﹤0.01% 547
2020
Q2 		$2K Buy
+42
New +$2.18K ﹤0.01% 567

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tradewinds Capital Management's OTIS Position: Q2 2025 in Review

Tradewinds Capital Management sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 6 shares — an estimated $660 sold.

Tradewinds Capital Management first reported a position in OTIS in Q2 2020 and held it in 9 quarters. The position peaked at $3K in Q3 2021. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Tradewinds Capital Management reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Tradewinds Capital Management sold 6 Otis Worldwide shares in Q2 2025, an estimated $660.
  • Tradewinds Capital Management first reported a position in Otis Worldwide in Q2 2020 and held it in 9 quarters.
  • Tradewinds Capital Management's Otis Worldwide position peaked at $3K in Q3 2021.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Tradewinds Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.