Tucker Asset Management’s Otis Worldwide OTIS Stock Holding History

Tucker Asset 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 Q1	–	Sell	-87	Closed	-$8.06K	–	740
2024 Q4	$8.06K	Hold	87	–	–	﹤0.01%	837
2024 Q3	$9.04K	Sell	87 -4,180	-98%	-$398K	﹤0.01%	737
2024 Q2	$411K	Buy	4,267 +87	+2%	+$8.38K	0.09%	79
2024 Q1	$415K	Hold	4,180	–	–	0.1%	78
2023 Q4	$374K	Sell	4,180 -10	-0.2%	-$831	0.09%	85
2023 Q3	$336K	Hold	4,190	–	–	0.09%	88
2023 Q2	$373K	Hold	4,190	–	–	0.11%	54
2023 Q1	$354K	Hold	4,190	–	–	0.11%	48
2022 Q4	$331K	Sell	4,190 -318	-7%	-$23.5K	0.11%	31
2022 Q3	$318K	Sell	4,508 -63	-1%	-$4.61K	0.1%	25
2022 Q2	$323K	Buy	4,571 +63	+1%	+$4.64K	0.1%	16
2022 Q1	$347K	Hold	4,508	–	–	0.11%	12
2021 Q4	$389K	Hold	4,508	–	–	0.13%	11
2021 Q3	$362K	Sell	4,508 -102	-2%	-$8.97K	0.13%	11
2021 Q2	$377K	Hold	4,610	–	–	0.17%	11
2021 Q1	$316K	Hold	4,610	–	–	0.17%	10
2020 Q4	$311K	Buy	+4,610	New	+$299K	0.19%	19

Other funds holding OTIS

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

Norges Bank Oslo, Norway $1T AUM

Tucker Asset Management's OTIS Position: Q1 2025 in Review

Tucker Asset Management sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 87 shares — an estimated $8.06K sold.

Tucker Asset Management first reported a position in OTIS in Q4 2020 and held it in 17 quarters. The position peaked at $415K in Q1 2024. 1,245 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

Tucker Asset Management reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
Tucker Asset Management sold 87 Otis Worldwide shares in Q1 2025, an estimated $8.06K.
Tucker Asset Management first reported a position in Otis Worldwide in Q4 2020 and held it in 17 quarters.
Tucker Asset Management's Otis Worldwide position peaked at $415K in Q1 2024.
1,245 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.