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Belpointe Asset Management’s Otis Worldwide OTIS Stock Holding History

Belpointe Asset Management’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 		$720K Buy
+9,336
New +$817K 0.03% 571
2025
Q2 		– Sell
-5,807
Closed -$599K – 1005
2025
Q1 		$599K Buy
+5,807
New +$567K 0.03% 509
2023
Q2 		– Sell
-2,857
Closed -$241K – 2473
2023
Q1 		$241K Buy
2,857
+142
+5% +$11.8K 0.01% 850
2022
Q4 		$213K Buy
2,715
+684
+34% +$50.5K 0.01% 874
2022
Q3 		$130K Buy
2,031
+113
+6% +$8.27K 0.01% 1025
2022
Q2 		$136K Sell
1,918
-7
-0.4% -$516 0.01% 980
2022
Q1 		$148K Buy
+1,925
New +$154K 0.01% 1045
2021
Q4 		– Sell
-1,285
Closed -$106K – 1240
2021
Q3 		$106K Sell
1,285
-630
-33% -$55.4K 0.01% 1137
2021
Q2 		$156K Buy
1,915
+2
+0.1% +$154 0.01% 935
2021
Q1 		$131K Sell
1,913
-2,184
-53% -$143K 0.01% 901
2020
Q4 		$277K Buy
4,097
+40
+1% +$2.6K 0.02% 584
2020
Q3 		$253K Buy
4,057
+427
+12% +$26.1K 0.03% 490
2020
Q2 		$206K Buy
+3,630
New +$188K 0.03% 519

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

Belpointe Asset Management's OTIS Position: Q1 2026 in Review

Belpointe Asset Management opened a new position in Otis Worldwide (OTIS) in Q1 2026: 9,336 shares worth $720K. The stake represents 0.03% of the portfolio and ranks #571 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in OTIS as recently as Q1 2025.

Belpointe Asset Management first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Belpointe Asset Management held 9,336 shares of Otis Worldwide worth $720K as of Q1 2026.
  • Otis Worldwide was a new Belpointe Asset Management position in Q1 2026.
  • Otis Worldwide made up 0.03% of Belpointe Asset Management's portfolio in Q1 2026, its #571 holding.
  • Belpointe Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.