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WealthTrak Capital Management’s Otis Worldwide OTIS Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-30
Closed -$2.97K – 663
2025
Q2 		$2.97K Hold
30
– – ﹤0.01% 380
2025
Q1 		$3.1K Buy
30
+10
+50% +$977 ﹤0.01% 302
2024
Q4 		$1.85K Buy
+20
New +$2.01K ﹤0.01% 330

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

WealthTrak Capital Management's OTIS Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 30 shares — an estimated $2.97K sold.

WealthTrak Capital Management first reported a position in OTIS in Q4 2024 and held it in 3 quarters. The position peaked at $3.1K in Q1 2025. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 30 Otis Worldwide shares in Q3 2025, an estimated $2.97K.
  • WealthTrak Capital Management first reported a position in Otis Worldwide in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Otis Worldwide position peaked at $3.1K in Q1 2025.
  • 1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.