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Zynergy Retirement Planning’s Otis Worldwide OTIS Stock Holding History

Zynergy Retirement Planning’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
-140
Closed -$13K – 75
2025
Q1 		$13K Hold
140
– – 0.01% 80
2024
Q4 		$14.6K Hold
140
– – 0.01% 69
2024
Q3 		$14.6K Hold
140
– – 0.01% 69
2024
Q2 		$13.5K Buy
+140
New +$13.5K 0.01% 79

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Zynergy Retirement Planning's OTIS Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 140 shares — an estimated $13K sold.

Zynergy Retirement Planning first reported a position in OTIS in Q2 2024 and held it in 4 quarters. The position peaked at $14.6K in Q4 2024. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 140 Otis Worldwide shares in Q2 2025, an estimated $13K.
  • Zynergy Retirement Planning first reported a position in Otis Worldwide in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Otis Worldwide position peaked at $14.6K in Q4 2024.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.