EntryPoint Capital’s Otis Worldwide OTIS Stock Holding History

EntryPoint Capital’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	$211K	Hold	2,742	–	–	0.06%	621
2025 Q4	$240K	Sell	2,742 -3,686	-57%	-$330K	0.09%	465
2025 Q3	$588K	Sell	6,428 -363	-5%	-$33K	0.23%	116
2025 Q2	$672K	Buy	6,791 +4,554	+204%	+$440K	0.34%	30
2025 Q1	$231K	Buy	+2,237	New	+$219K	0.11%	468
2024 Q4	–	Sell	-3,658	Closed	-$380K	–	905
2024 Q3	$380K	Buy	+3,658	New	+$349K	0.22%	149
2024 Q1	–	Sell	-452	Closed	-$40.4K	–	1664
2023 Q4	$40.4K	Buy	+452	New	+$37.6K	0.04%	824

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EntryPoint Capital's OTIS Position: Q1 2026 in Review

EntryPoint Capital held its Otis Worldwide (OTIS) position steady in Q1 2026 at 2,742 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #621.

EntryPoint Capital first reported a position in OTIS in Q4 2023 and has held it in 7 quarters since. The position peaked at $672K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

EntryPoint Capital held 2,742 shares of Otis Worldwide worth $211K as of Q1 2026.
EntryPoint Capital left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.06% of EntryPoint Capital's portfolio in Q1 2026, its #621 holding.
EntryPoint Capital first reported a position in Otis Worldwide in Q4 2023 and has held it in 7 quarters since.
EntryPoint Capital's Otis Worldwide position peaked at $672K in Q2 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on EntryPoint Capital's 13F filing for Q1 2026, filed 14 May 2026.