High Point Wealth Management
OTIS icon

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
Q3 		$5.15K Hold
80
– – ﹤0.01% 260
2026
Q2 		$5.73K Hold
80
– – ﹤0.01% 229
2026
Q1 		$6.17K Buy
+80
New +$7K 0.01% 226

Other funds holding OTIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

High Point Wealth Management's OTIS Position: Q3 2026 in Review

High Point Wealth Management held its Otis Worldwide (OTIS) position steady in Q3 2026 at 80 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

High Point Wealth Management first reported a position in OTIS in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.17K in Q1 2026. 621 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • High Point Wealth Management held 80 shares of Otis Worldwide worth $5.15K as of Q3 2026.
  • High Point Wealth Management left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up ﹤0.01% of High Point Wealth Management's portfolio in Q3 2026, its #260 holding.
  • High Point Wealth Management first reported a position in Otis Worldwide in Q1 2026 and has held it in 3 quarters since.
  • High Point Wealth Management's Otis Worldwide position peaked at $6.17K in Q1 2026.
  • 621 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.