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 		$749K Sell
8,200
-5,300
-39% -$481K ﹤0.01% 3220
2025
Q2 		$1.32M Buy
+13,500
New +$1.3M ﹤0.01% 2052
2025
Q1 		– Sell
-35,300
Closed -$3.27M – 5529
2024
Q4 		$3.27M Buy
35,300
+12,600
+56% +$1.26M ﹤0.01% 1529
2024
Q3 		$2.37M Buy
22,700
+10,700
+89% +$1.02M ﹤0.01% 1561
2024
Q2 		$1.16M Buy
12,000
+3,100
+35% +$299K ﹤0.01% 2062
2024
Q1 		$884K Sell
8,900
-3,200
-26% -$296K ﹤0.01% 2312
2023
Q4 		$1.08M Buy
12,100
+2,200
+22% +$183K ﹤0.01% 2230
2023
Q3 		$795K Buy
+9,900
New +$847K ﹤0.01% 2315
2023
Q2 		– Sell
-90,200
Closed -$7.5M – 4749
2023
Q1 		$7.5M Buy
90,200
+82,800
+1,119% +$6.85M 0.01% 648
2022
Q4 		$579K Sell
7,400
-9,800
-57% -$724K ﹤0.01% 2224
2022
Q3 		$1.11M Sell
17,200
-180,400
-91% -$13.2M ﹤0.01% 1868
2022
Q2 		$13.8M Buy
197,600
+190,800
+2,806% +$14.1M 0.02% 418
2022
Q1 		$529K Sell
6,800
-6,400
-48% -$512K ﹤0.01% 3161
2021
Q4 		$1.14M Sell
13,200
-9,100
-41% -$762K ﹤0.01% 2469
2021
Q3 		$1.86M Buy
22,300
+10,100
+83% +$888K ﹤0.01% 2237
2021
Q2 		$1M Buy
12,200
+4,900
+67% +$377K ﹤0.01% 2786
2021
Q1 		$509K Buy
+7,300
New +$477K ﹤0.01% 3670
2020
Q4 		– Sell
-12,700
Closed -$793K – 5288
2020
Q3 		$793K Sell
12,700
-16,200
-56% -$991K ﹤0.01% 2314
2020
Q2 		$1.64M Buy
+28,900
New +$1.5M ﹤0.01% 1573

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.