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Waldron Private Wealth’s Otis Worldwide OTIS Stock Holding History

Waldron Private Wealth’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
-3,823
Closed -$354K – 389
2024
Q4 		$354K Sell
3,823
-789
-17% -$79.1K 0.01% 305
2024
Q3 		$479K Buy
4,612
+349
+8% +$33.3K 0.02% 254
2024
Q2 		$410K Buy
4,263
+3
+0.1% +$289 0.02% 260
2024
Q1 		$423K Buy
4,260
+40
+0.9% +$3.7K 0.02% 265
2023
Q4 		$378K Buy
4,220
+352
+9% +$29.3K 0.02% 277
2023
Q3 		$311K Sell
3,868
-680
-15% -$58.2K 0.02% 282
2023
Q2 		$405K Sell
4,548
-450
-9% -$37.9K 0.02% 253
2023
Q1 		$422K Buy
+4,998
New +$414K 0.02% 277
2022
Q3 		– Sell
-3,505
Closed -$247K – 390
2022
Q2 		$247K Buy
3,505
+369
+12% +$27.2K 0.01% 331
2022
Q1 		$241K Buy
3,136
+129
+4% +$10.3K 0.01% 357
2021
Q4 		$261K Buy
3,007
+2
+0.1% +$167 0.01% 332
2021
Q3 		$247K Buy
+3,005
New +$264K 0.01% 315

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Waldron Private Wealth's OTIS Position: Q1 2025 in Review

Waldron Private Wealth sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 3,823 shares — an estimated $354K sold.

Waldron Private Wealth first reported a position in OTIS in Q3 2021 and held it in 12 quarters. The position peaked at $479K in Q3 2024. 1,245 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • Waldron Private Wealth reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 3,823 Otis Worldwide shares in Q1 2025, an estimated $354K.
  • Waldron Private Wealth first reported a position in Otis Worldwide in Q3 2021 and held it in 12 quarters.
  • Waldron Private Wealth's Otis Worldwide position peaked at $479K in Q3 2024.
  • 1,245 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.