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Garrison Point Advisors’s Otis Worldwide OTIS Stock Holding History

Garrison Point Advisors’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 		$314K Sell
4,385
-490
-10% -$36.6K 0.13% 138
2026
Q1 		$376K Sell
4,875
-245
-5% -$21.4K 0.17% 118
2025
Q4 		$447K Sell
5,120
-190
-4% -$17K 0.2% 110
2025
Q3 		$485K Sell
5,310
-265
-5% -$24.1K 0.2% 105
2025
Q2 		$552K Sell
5,575
-170
-3% -$16.4K 0.25% 95
2025
Q1 		$593K Hold
5,745
– – 0.29% 89
2024
Q4 		$532K Hold
5,745
– – 0.25% 95
2024
Q3 		$597K Hold
5,745
– – 0.37% 81
2024
Q2 		$553K Sell
5,745
-59
-1% -$5.69K 0.37% 81
2024
Q1 		$576K Sell
5,804
-100
-2% -$9.24K 0.37% 85
2023
Q4 		$528K Sell
5,904
-27
-0.5% -$2.25K 0.37% 87
2023
Q3 		$476K Hold
5,931
– – 0.37% 87
2023
Q2 		$528K Hold
5,931
– – 0.38% 84
2023
Q1 		$501K Sell
5,931
-3
-0.1% -$248 0.38% 85
2022
Q4 		$465K Sell
5,934
-22
-0.4% -$1.62K 0.38% 91
2022
Q3 		$380K Hold
5,956
– – 0.34% 94
2022
Q2 		$421K Sell
5,956
-20
-0.3% -$1.47K 0.35% 90
2022
Q1 		$460K Hold
5,976
– – 0.32% 93
2021
Q4 		$520K Buy
5,976
+125
+2% +$10.5K 0.35% 88
2021
Q3 		$481K Buy
5,851
+90
+2% +$7.91K 0.35% 91
2021
Q2 		$471K Buy
5,761
+97
+2% +$7.47K 0.34% 91
2021
Q1 		$388K Sell
5,664
-959
-14% -$62.7K 0.3% 102
2020
Q4 		$447K Sell
6,623
-474
-7% -$30.7K 0.36% 84
2020
Q3 		$443K Buy
7,097
+716
+11% +$43.8K 0.4% 78
2020
Q2 		$363K Buy
+6,381
New +$331K 0.36% 87

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

Garrison Point Advisors's OTIS Position: Q2 2026 in Review

Garrison Point Advisors reduced its Otis Worldwide (OTIS) stake by 10% in Q2 2026, selling an estimated $36.6K and leaving 4,385 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #138.

Garrison Point Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $597K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Garrison Point Advisors held 4,385 shares of Otis Worldwide worth $314K as of Q2 2026.
  • Garrison Point Advisors sold 490 Otis Worldwide shares in Q2 2026, an estimated $36.6K.
  • Otis Worldwide made up 0.13% of Garrison Point Advisors's portfolio in Q2 2026, its #138 holding.
  • Garrison Point Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Garrison Point Advisors's Otis Worldwide position peaked at $597K in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.