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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Basepoint Wealth's OTIS Position: Q1 2026 in Review

Basepoint Wealth increased its Otis Worldwide (OTIS) stake by 3.5% in Q1 2026, buying an estimated $1.84K and bringing the position to 622 shares worth $47.9K. The position accounts for 0.03% of the portfolio, ranked #217.

Basepoint Wealth first reported a position in OTIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $52.6K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Basepoint Wealth held 622 shares of Otis Worldwide worth $47.9K as of Q1 2026.
  • Basepoint Wealth bought 21 Otis Worldwide shares in Q1 2026, an estimated $1.84K.
  • Otis Worldwide made up 0.03% of Basepoint Wealth's portfolio in Q1 2026, its #217 holding.
  • Basepoint Wealth first reported a position in Otis Worldwide in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's Otis Worldwide position peaked at $52.6K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.