Wolverine Trading’s Otis Worldwide OTIS Stock Holding History

Wolverine Trading’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	$715K	Buy	+7,830	New	+$711K	﹤0.01%	3279
2025 Q1	–	Sell	-5,875	Closed	-$544K	–	5528
2024 Q4	$544K	Buy	5,875 +1,625	+38%	+$163K	﹤0.01%	3302
2024 Q3	$444K	Buy	+4,250	New	+$405K	﹤0.01%	3178
2022 Q4	–	Sell	-4,491	Closed	-$332K	–	4746
2022 Q3	$290K	Buy	4,491 +753	+20%	+$55.1K	﹤0.01%	3180
2022 Q2	$261K	Buy	3,738 +544	+17%	+$40.1K	﹤0.01%	3227
2022 Q1	$248K	Buy	+3,194	New	+$255K	﹤0.01%	4139
2021 Q4	–	Sell	-3,078	Closed	-$258K	–	6561
2021 Q3	$256K	Sell	3,078 -3,826	-55%	-$336K	﹤0.01%	4953
2021 Q2	$567K	Buy	+6,904	New	+$531K	﹤0.01%	3511

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Wolverine Trading's OTIS Position: Q3 2025 in Review

Wolverine Trading opened a new position in Otis Worldwide (OTIS) in Q3 2025: 7,830 shares worth $715K. The stake represents ﹤0.01% of the portfolio and ranks #3279 among its holdings. This is a return to the name: Wolverine Trading previously reported a position in OTIS as recently as Q4 2024.

Wolverine Trading first reported a position in OTIS in Q2 2021 and has held it in 8 quarters since. 1,251 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Wolverine Trading held 7,830 shares of Otis Worldwide worth $715K as of Q3 2025.
Otis Worldwide was a new Wolverine Trading position in Q3 2025.
Otis Worldwide made up ﹤0.01% of Wolverine Trading's portfolio in Q3 2025, its #3279 holding.
Wolverine Trading first reported a position in Otis Worldwide in Q2 2021 and has held it in 8 quarters since.
1,251 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Wolverine Trading's 13F filing for Q3 2025, filed 14 Nov 2025.