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 Q3	$2.52K	Buy	39 +35	+875%	+$2.49K	﹤0.01%	358
2026 Q2	$283	Buy	4 +1	+33%	+$75	﹤0.01%	841
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	$9.8K	Hold	110	–	–	﹤0.01%	133
2023 Q3	$8.84K	Hold	110	–	–	﹤0.01%	131
2023 Q2	$9.8K	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

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DecisionPoint Financial's OTIS Position: Q3 2026 in Review

DecisionPoint Financial increased its Otis Worldwide (OTIS) stake by 875% in Q3 2026, buying an estimated $2.49K and bringing the position to 39 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

DecisionPoint Financial first reported a position in OTIS in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.4K in Q3 2024. 369 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

DecisionPoint Financial held 39 shares of Otis Worldwide worth $2.52K as of Q3 2026.
DecisionPoint Financial bought 35 Otis Worldwide shares in Q3 2026, an estimated $2.49K.
Otis Worldwide made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #358 holding.
DecisionPoint Financial first reported a position in Otis Worldwide in Q4 2022 and has held it in 16 quarters since.
DecisionPoint Financial's Otis Worldwide position peaked at $11.4K in Q3 2024.
369 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.