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 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	$9.84K	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

DecisionPoint Financial's OTIS Position: Q2 2026 in Review

DecisionPoint Financial increased its Otis Worldwide (OTIS) stake by 33% in Q2 2026, buying an estimated $75 and bringing the position to 4 shares worth $283. The position accounts for ﹤0.01% of the portfolio, ranked #841.

DecisionPoint Financial first reported a position in OTIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.4K in Q3 2024. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

DecisionPoint Financial held 4 shares of Otis Worldwide worth $283 as of Q2 2026.
DecisionPoint Financial bought 1 Otis Worldwide share in Q2 2026, an estimated $75.
Otis Worldwide made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #841 holding.
DecisionPoint Financial first reported a position in Otis Worldwide in Q4 2022 and has held it in 15 quarters since.
DecisionPoint Financial's Otis Worldwide position peaked at $11.4K in Q3 2024.
1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.