Basepoint Wealth’s Otis Worldwide OTIS Stock Holding History

Basepoint Wealth’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
2026 Q2	$37.7K	Sell	526 -96	-15%	-$7.17K	0.02%	244
2026 Q1	$47.9K	Buy	622 +21	+3%	+$1.84K	0.03%	217
2025 Q4	$52.6K	Buy	+601	New	+$53.8K	0.03%	209

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Basepoint Wealth's OTIS Position: Q2 2026 in Review

Basepoint Wealth reduced its Otis Worldwide (OTIS) stake by 15% in Q2 2026, selling an estimated $7.17K and leaving 526 shares worth $37.7K. The position accounts for 0.02% of the portfolio, ranked #244.

Basepoint Wealth first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $52.6K in Q4 2025. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Basepoint Wealth held 526 shares of Otis Worldwide worth $37.7K as of Q2 2026.
Basepoint Wealth sold 96 Otis Worldwide shares in Q2 2026, an estimated $7.17K.
Otis Worldwide made up 0.02% of Basepoint Wealth's portfolio in Q2 2026, its #244 holding.
Basepoint Wealth first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
Basepoint Wealth's Otis Worldwide position peaked at $52.6K in Q4 2025.
1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.