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DecisionPoint Financial’s Otis Worldwide OTIS Stock Holding History

DecisionPoint Financial’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 		$232 Hold
3
– – ﹤0.01% 612
2025
Q4 		$263 Hold
3
– – ﹤0.01% 650
2025
Q3 		$278 Hold
3
– – ﹤0.01% 580
2025
Q2 		$302 Sell
3
-107
-97% -$10.3K ﹤0.01% 551
2025
Q1 		$11.4K Hold
110
– – ﹤0.01% 153
2024
Q4 		$10.2K Hold
110
– – ﹤0.01% 161
2024
Q3 		$11.4K Hold
110
– – ﹤0.01% 152
2024
Q2 		$10.4K Hold
110
– – ﹤0.01% 154
2024
Q1 		$10.1K Hold
110
– – ﹤0.01% 161
2023
Q4 		$9.84K Hold
110
– – ﹤0.01% 133
2023
Q3 		$8.84K Hold
110
– – ﹤0.01% 131
2023
Q2 		$9.79K Hold
110
– – 0.01% 119
2023
Q1 		$9.28K Hold
110
– – 0.01% 113
2022
Q4 		$8.62K Buy
+110
New +$8.12K 0.01% 101

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

DecisionPoint Financial's OTIS Position: Q1 2026 in Review

DecisionPoint Financial held its Otis Worldwide (OTIS) position steady in Q1 2026 at 3 shares worth $232. The position accounts for ﹤0.01% of the portfolio, ranked #612.

DecisionPoint Financial first reported a position in OTIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.4K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • DecisionPoint Financial held 3 shares of Otis Worldwide worth $232 as of Q1 2026.
  • DecisionPoint Financial left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #612 holding.
  • DecisionPoint Financial first reported a position in Otis Worldwide in Q4 2022 and has held it in 14 quarters since.
  • DecisionPoint Financial's Otis Worldwide position peaked at $11.4K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.