WFAG
OTIS icon

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 $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