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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
Q2 		– Sell
-9,336
Closed -$720K – 1200
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Belpointe Asset Management's OTIS Position: Q2 2026 in Review

Belpointe Asset Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 9,336 shares — an estimated $720K sold.

Belpointe Asset Management first reported a position in OTIS in Q2 2020 and held it in 13 quarters. The position peaked at $720K in Q1 2026. 1,229 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Belpointe Asset Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 9,336 Otis Worldwide shares in Q2 2026, an estimated $720K.
  • Belpointe Asset Management first reported a position in Otis Worldwide in Q2 2020 and held it in 13 quarters.
  • Belpointe Asset Management's Otis Worldwide position peaked at $720K in Q1 2026.
  • 1,229 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.