VWM
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Venturi Wealth Management’s Otis Worldwide OTIS Stock Holding History

Venturi Wealth 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
Q2 		– Sell
-2,404
Closed -$248K – 595
2025
Q1 		$248K Buy
2,404
+1,477
+159% +$144K 0.01% 491
2024
Q4 		$85.9K Buy
927
+640
+223% +$64.2K ﹤0.01% 844
2024
Q3 		$29.8K Sell
287
-423
-60% -$40.3K ﹤0.01% 912
2024
Q2 		$68.3K Buy
710
+488
+220% +$47K ﹤0.01% 579
2024
Q1 		$22K Buy
222
+68
+44% +$6.29K ﹤0.01% 715
2023
Q4 		$13.8K Buy
154
+81
+111% +$6.74K ﹤0.01% 799
2023
Q3 		$5.86K Buy
+73
New +$6.24K ﹤0.01% 938
2023
Q2 		– Sell
-20
Closed -$1.69K – 1211
2023
Q1 		$1.69K Buy
+20
New +$1.66K ﹤0.01% 1041

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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