TWP
OTIS icon

Tyche Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Tyche Wealth Partners’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
Q3 		– Sell
-2,055
Closed -$203K – 329
2025
Q2 		$203K Sell
2,055
-150
-7% -$14.5K 0.04% 277
2025
Q1 		$228K Sell
2,205
-2
-0.1% -$195 0.05% 247
2024
Q4 		$204K Hold
2,207
– – 0.04% 278
2024
Q3 		$229K Buy
2,207
+2
+0.1% +$191 0.05% 250
2024
Q2 		$212K Hold
2,205
– – 0.05% 248
2024
Q1 		$219K Sell
2,205
-50
-2% -$4.62K 0.05% 250
2023
Q4 		$202K Buy
+2,255
New +$188K 0.05% 270

Other funds holding OTIS

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Tyche Wealth Partners's OTIS Position: Q3 2025 in Review

Tyche Wealth Partners sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 2,055 shares — an estimated $203K sold.

Tyche Wealth Partners first reported a position in OTIS in Q4 2023 and held it in 7 quarters. The position peaked at $229K in Q3 2024. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Tyche Wealth Partners reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Tyche Wealth Partners sold 2,055 Otis Worldwide shares in Q3 2025, an estimated $203K.
  • Tyche Wealth Partners first reported a position in Otis Worldwide in Q4 2023 and held it in 7 quarters.
  • Tyche Wealth Partners's Otis Worldwide position peaked at $229K in Q3 2024.
  • 1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Tyche Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.