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Trust Company of Vermont’s Otis Worldwide OTIS Stock Holding History

Trust Company of Vermont’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 		$1.11M Sell
12,754
-203
-2% -$18.2K 0.05% 194
2025
Q3 		$1.18M Buy
12,957
+87
+0.7% +$7.9K 0.05% 181
2025
Q2 		$1.27M Sell
12,870
-179
-1% -$17.3K 0.06% 175
2025
Q1 		$1.35M Sell
13,049
-378
-3% -$36.9K 0.07% 166
2024
Q4 		$1.24M Sell
13,427
-266
-2% -$26.7K 0.06% 173
2024
Q3 		$1.42M Sell
13,693
-225
-2% -$21.4K 0.07% 155
2024
Q2 		$1.34M Sell
13,918
-1,653
-11% -$159K 0.07% 157
2024
Q1 		$1.55M Buy
15,571
+2,786
+22% +$257K 0.09% 146
2023
Q4 		$1.14M Sell
12,785
-2,969
-19% -$247K 0.08% 156
2023
Q3 		$1.27M Sell
15,754
-1,337
-8% -$114K 0.09% 156
2023
Q2 		$1.52M Sell
17,091
-234
-1% -$19.7K 0.1% 152
2023
Q1 		$1.46M Sell
17,325
-254
-1% -$21K 0.1% 154
2022
Q4 		$1.38M Buy
17,579
+52
+0.3% +$3.84K 0.1% 157
2022
Q3 		$1.12M Sell
17,527
-335
-2% -$24.5K 0.09% 160
2022
Q2 		$1.26M Sell
17,862
-236
-1% -$17.4K 0.1% 150
2022
Q1 		$1.39M Sell
18,098
-165
-0.9% -$13.2K 0.09% 150
2021
Q4 		$1.59M Sell
18,263
-512
-3% -$42.9K 0.1% 147
2021
Q3 		$1.54M Sell
18,775
-233
-1% -$20.5K 0.11% 144
2021
Q2 		$1.55M Sell
19,008
-881
-4% -$67.8K 0.11% 146
2021
Q1 		$1.36M Sell
19,889
-1,567
-7% -$102K 0.1% 154
2020
Q4 		$1.45M Sell
21,456
-4,551
-17% -$295K 0.12% 137
2020
Q3 		$1.62M Sell
26,007
-7,311
-22% -$447K 0.15% 124
2020
Q2 		$1.89M Buy
+33,318
New +$1.73M 0.19% 110

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return

Trust Company of Vermont's OTIS Position: Q4 2025 in Review

Trust Company of Vermont reduced its Otis Worldwide (OTIS) stake by 1.6% in Q4 2025, selling an estimated $18.2K and leaving 12,754 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #194.

Trust Company of Vermont first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.89M in Q2 2020. 1,308 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • Trust Company of Vermont held 12,754 shares of Otis Worldwide worth $1.11M as of Q4 2025.
  • Trust Company of Vermont sold 203 Otis Worldwide shares in Q4 2025, an estimated $18.2K.
  • Otis Worldwide made up 0.05% of Trust Company of Vermont's portfolio in Q4 2025, its #194 holding.
  • Trust Company of Vermont first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Trust Company of Vermont's Otis Worldwide position peaked at $1.89M in Q2 2020.
  • 1,308 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.