Trifecta Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Trifecta Capital Advisors’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	-15	Closed	-$1.37K	–	395
2025 Q3	$1.37K	Hold	15	–	–	﹤0.01%	382
2025 Q2	$1.49K	Hold	15	–	–	﹤0.01%	380
2025 Q1	$1.55K	Hold	15	–	–	﹤0.01%	335
2024 Q4	$1.39K	Hold	15	–	–	﹤0.01%	343
2024 Q3	$1.56K	Hold	15	–	–	﹤0.01%	340
2024 Q2	$1.44K	Hold	15	–	–	﹤0.01%	347
2024 Q1	$1.49K	Hold	15	–	–	﹤0.01%	338
2023 Q4	$1.34K	Hold	15	–	–	﹤0.01%	371
2023 Q3	$1.21K	Hold	15	–	–	﹤0.01%	356
2023 Q2	$1.34K	Hold	15	–	–	﹤0.01%	352
2023 Q1	$1.27K	Hold	15	–	–	﹤0.01%	350
2022 Q4	$1.18K	Buy	+15	New	+$1.11K	﹤0.01%	363

Other funds holding OTIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Trifecta Capital Advisors's OTIS Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 15 shares — an estimated $1.37K sold.

Trifecta Capital Advisors first reported a position in OTIS in Q4 2022 and held it in 12 quarters. The position peaked at $1.56K in Q3 2024. 1,308 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Trifecta Capital Advisors reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 15 Otis Worldwide shares in Q4 2025, an estimated $1.37K.
Trifecta Capital Advisors first reported a position in Otis Worldwide in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Otis Worldwide position peaked at $1.56K in Q3 2024.
1,308 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.