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Wescott Financial Advisory Group’s Otis Worldwide OTIS Stock Holding History

Wescott Financial Advisory Group’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
-1,963
Closed -$203K – 179
2025
Q1 		$203K Buy
+1,963
New +$192K 0.02% 165
2024
Q2 		– Sell
-2,460
Closed -$244K – 167
2024
Q1 		$244K Buy
2,460
+2
+0.1% +$185 0.03% 147
2023
Q4 		$220K Buy
+2,458
New +$204K 0.03% 155
2023
Q3 		– Sell
-2,458
Closed -$219K – 161
2023
Q2 		$219K Hold
2,458
– – 0.04% 150
2023
Q1 		$207K Buy
+2,458
New +$203K 0.05% 150

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 $3.38T 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
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

Wescott Financial Advisory Group's OTIS Position: Q2 2025 in Review

Wescott Financial Advisory Group sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 1,963 shares — an estimated $203K sold.

Wescott Financial Advisory Group first reported a position in OTIS in Q1 2023 and held it in 5 quarters. The position peaked at $244K in Q1 2024. 1,270 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Wescott Financial Advisory Group reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 1,963 Otis Worldwide shares in Q2 2025, an estimated $203K.
  • Wescott Financial Advisory Group first reported a position in Otis Worldwide in Q1 2023 and held it in 5 quarters.
  • Wescott Financial Advisory Group's Otis Worldwide position peaked at $244K in Q1 2024.
  • 1,270 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2025, filed 11 Aug 2025.