Union Savings Bank’s Otis Worldwide OTIS Stock Holding History

Union Savings Bank’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 Q2	$35.2K	Hold	411	–	–	0.02%	228
2025 Q1	$42.4K	Hold	411	–	–	0.02%	224
2024 Q4	$38.1K	Hold	411	–	–	0.02%	226
2024 Q3	$42.7K	Sell	411 -25	-6%	-$2.38K	0.02%	227
2024 Q2	$42K	Hold	436	–	–	0.02%	223
2024 Q1	$43.3K	Hold	436	–	–	0.02%	219
2023 Q4	$39K	Buy	436 +25	+6%	+$2.08K	0.02%	219
2023 Q3	$33K	Hold	411	–	–	0.02%	231
2023 Q2	$37.4K	Buy	+411	New	+$34.6K	0.02%	221

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Norges Bank Oslo, Norway $1T AUM

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

Union Savings Bank's OTIS Position: Q2 2025 in Review

Union Savings Bank held its Otis Worldwide (OTIS) position steady in Q2 2025 at 411 shares worth $35.2K. The position accounts for 0.02% of the portfolio, ranked #228.

Union Savings Bank first reported a position in OTIS in Q2 2023 and has held it in 9 quarters since. The position peaked at $43.3K in Q1 2024. 1,270 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Union Savings Bank held 411 shares of Otis Worldwide worth $35.2K as of Q2 2025.
Union Savings Bank left its Otis Worldwide share count unchanged in Q2 2025.
Otis Worldwide made up 0.02% of Union Savings Bank's portfolio in Q2 2025, its #228 holding.
Union Savings Bank first reported a position in Otis Worldwide in Q2 2023 and has held it in 9 quarters since.
Union Savings Bank's Otis Worldwide position peaked at $43.3K in Q1 2024.
1,270 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Union Savings Bank's 13F filing for Q2 2025, filed 8 Aug 2025.