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TruNorth Capital Management’s Otis Worldwide OTIS Stock Holding History

TruNorth 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
Q4 		– Sell
-122
Closed -$11.2K – 301
2025
Q3 		$11.2K Hold
122
– – ﹤0.01% 332
2025
Q2 		$12.1K Hold
122
– – ﹤0.01% 275
2025
Q1 		$12.6K Hold
122
– – ﹤0.01% 342
2024
Q4 		$11.3K Hold
122
– – ﹤0.01% 276
2024
Q3 		$12.7K Buy
122
+57
+88% +$5.43K ﹤0.01% 266
2024
Q2 		$6.26K Buy
+65
New +$6.26K ﹤0.01% 277

Other funds holding OTIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $315B AUM 27.84% 1-Year Est. Return

TruNorth Capital Management's OTIS Position: Q4 2025 in Review

TruNorth Capital Management sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 122 shares — an estimated $11.2K sold.

TruNorth Capital Management first reported a position in OTIS in Q2 2024 and held it in 6 quarters. The position peaked at $12.7K in Q3 2024. 1,309 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • TruNorth Capital Management reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 122 Otis Worldwide shares in Q4 2025, an estimated $11.2K.
  • TruNorth Capital Management first reported a position in Otis Worldwide in Q2 2024 and held it in 6 quarters.
  • TruNorth Capital Management's Otis Worldwide position peaked at $12.7K in Q3 2024.
  • 1,309 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.