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High Point Wealth Management’s Otis Worldwide OTIS Stock Holding History

High Point Wealth Management’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 		$5.73K Hold
80
– – ﹤0.01% 229
2026
Q1 		$6.17K Buy
+80
New +$7K 0.01% 226

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

High Point Wealth Management's OTIS Position: Q2 2026 in Review

High Point Wealth Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 80 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

High Point Wealth Management first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.17K in Q1 2026. 682 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • High Point Wealth Management held 80 shares of Otis Worldwide worth $5.73K as of Q2 2026.
  • High Point Wealth Management left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of High Point Wealth Management's portfolio in Q2 2026, its #229 holding.
  • High Point Wealth Management first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • High Point Wealth Management's Otis Worldwide position peaked at $6.17K in Q1 2026.
  • 682 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.