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Graypoint LLC’s Otis Worldwide OTIS Stock Holding History

Graypoint LLC’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
2025
Q2 		$464K Buy
4,686
+272
+6% +$26.3K 0.03% 336
2025
Q1 		$456K Buy
4,414
+147
+3% +$14.4K 0.03% 322
2024
Q4 		$395K Buy
4,267
+152
+4% +$15.2K 0.02% 360
2024
Q3 		$428K Sell
4,115
-104
-2% -$9.91K 0.03% 336
2024
Q2 		$406K Buy
4,219
+232
+6% +$22.4K 0.03% 321
2024
Q1 		$396K Sell
3,987
-23
-0.6% -$2.13K 0.03% 327
2023
Q4 		$359K Buy
4,010
+261
+7% +$21.7K 0.03% 325
2023
Q3 		$301K Sell
3,749
-165
-4% -$14.1K 0.03% 337
2023
Q2 		$348K Sell
3,914
-629
-14% -$53K 0.03% 275
2023
Q1 		$383K Sell
4,543
-1,710
-27% -$141K 0.04% 245
2022
Q4 		$490K Sell
6,253
-1
-0% -$74 0.06% 194
2022
Q3 		$399K Sell
6,254
-399
-6% -$29.2K 0.05% 210
2022
Q2 		$470K Sell
6,653
-836
-11% -$61.6K 0.06% 184
2022
Q1 		$576K Sell
7,489
-632
-8% -$50.5K 0.06% 188
2021
Q4 		$707K Sell
8,121
-631
-7% -$52.8K 0.07% 164
2021
Q3 		$720K Sell
8,752
-330
-4% -$29K 0.09% 139
2021
Q2 		$743K Buy
9,082
+70
+0.8% +$5.39K 0.1% 137
2021
Q1 		$617K Sell
9,012
-1,304
-13% -$85.2K 0.09% 141
2020
Q4 		$697K Sell
10,316
-1,001
-9% -$64.9K 0.12% 124
2020
Q3 		$706K Sell
11,317
-4,258
-27% -$260K 0.14% 115
2020
Q2 		$886K Buy
+15,575
New +$807K 0.2% 93

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Graypoint LLC's OTIS Position: Q2 2025 in Review

Graypoint LLC increased its Otis Worldwide (OTIS) stake by 6.2% in Q2 2025, buying an estimated $26.3K and bringing the position to 4,686 shares worth $464K. The position accounts for 0.03% of the portfolio, ranked #336.

Graypoint LLC first reported a position in OTIS in Q2 2020 and has held it in 21 quarters since. The position peaked at $886K in Q2 2020. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • Graypoint LLC held 4,686 shares of Otis Worldwide worth $464K as of Q2 2025.
  • Graypoint LLC bought 272 Otis Worldwide shares in Q2 2025, an estimated $26.3K.
  • Otis Worldwide made up 0.03% of Graypoint LLC's portfolio in Q2 2025, its #336 holding.
  • Graypoint LLC first reported a position in Otis Worldwide in Q2 2020 and has held it in 21 quarters since.
  • Graypoint LLC's Otis Worldwide position peaked at $886K in Q2 2020.
  • 1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.