Wolverine Trading
OTIS icon

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 		$1.29M Buy
14,100
+6,500
+86% +$590K ﹤0.01% 2630
2025
Q2 		$742K Buy
+7,600
New +$734K ﹤0.01% 2595
2025
Q1 		– Sell
-132,600
Closed -$12.3M – 5527
2024
Q4 		$12.3M Buy
132,600
+36,700
+38% +$3.68M 0.01% 687
2024
Q3 		$10M Sell
95,900
-5,900
-6% -$562K 0.01% 698
2024
Q2 		$9.8M Buy
101,800
+70,200
+222% +$6.77M 0.01% 646
2024
Q1 		$3.14M Sell
31,600
-100,300
-76% -$9.27M ﹤0.01% 1292
2023
Q4 		$11.8M Buy
131,900
+93,000
+239% +$7.73M 0.01% 656
2023
Q3 		$3.12M Buy
+38,900
New +$3.33M ﹤0.01% 1291
2023
Q2 		– Sell
-32,800
Closed -$2.73M – 4748
2023
Q1 		$2.73M Buy
32,800
+7,500
+30% +$621K ﹤0.01% 1176
2022
Q4 		$1.98M Sell
25,300
-8,500
-25% -$628K ﹤0.01% 1385
2022
Q3 		$2.18M Sell
33,800
-111,700
-77% -$8.17M ﹤0.01% 1357
2022
Q2 		$10.2M Buy
145,500
+134,300
+1,199% +$9.89M 0.02% 506
2022
Q1 		$871K Sell
11,200
-89,400
-89% -$7.15M ﹤0.01% 2585
2021
Q4 		$8.69M Buy
100,600
+33,200
+49% +$2.78M 0.01% 805
2021
Q3 		$5.62M Buy
67,400
+48,500
+257% +$4.26M 0.01% 1216
2021
Q2 		$1.55M Buy
18,900
+9,200
+95% +$708K ﹤0.01% 2254
2021
Q1 		$676K Buy
+9,700
New +$634K ﹤0.01% 3281
2020
Q4 		– Sell
-11,200
Closed -$699K – 5287
2020
Q3 		$699K Sell
11,200
-11,200
-50% -$685K ﹤0.01% 2435
2020
Q2 		$1.27M Buy
+22,400
New +$1.16M ﹤0.01% 1784

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Fundsmith LLP
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.