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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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Venturi Wealth Management's OTIS Position: Q2 2025 in Review

Venturi Wealth Management sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 2,404 shares — an estimated $248K sold.

Venturi Wealth Management first reported a position in OTIS in Q1 2023 and held it in 8 quarters. The position peaked at $248K in Q1 2025. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Venturi Wealth Management reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,404 Otis Worldwide shares in Q2 2025, an estimated $248K.
  • Venturi Wealth Management first reported a position in Otis Worldwide in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Otis Worldwide position peaked at $248K in Q1 2025.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.