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HighPoint Advisor Group’s Otis Worldwide OTIS Stock Holding History

HighPoint Advisor Group’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 		– Sell
-8,655
Closed -$756K – 923
2025
Q4 		$756K Sell
8,655
-180
-2% -$16.1K 0.02% 544
2025
Q3 		$808K Sell
8,835
-1,618
-15% -$147K 0.04% 295
2025
Q2 		$1.04M Sell
10,453
-416
-4% -$40.2K 0.06% 244
2025
Q1 		$1.03M Sell
10,869
-185
-2% -$18.1K 0.06% 231
2024
Q4 		$1.07M Buy
11,054
+217
+2% +$21.8K 0.06% 232
2024
Q3 		$1.08M Buy
10,837
+705
+7% +$67.2K 0.06% 222
2024
Q2 		$951K Buy
10,132
+348
+4% +$33.5K 0.06% 243
2024
Q1 		$945K Buy
9,784
+123
+1% +$11.4K 0.07% 229
2023
Q4 		$957K Buy
+9,661
New +$803K 0.07% 224
2022
Q2 		$1.11M Buy
+15,619
New +$1.15M 0.12% 135
2021
Q3 		$694K Buy
8,440
+2,441
+41% +$215K 0.07% 236
2021
Q2 		$491K Buy
5,999
+1,047
+21% +$80.6K 0.05% 303
2021
Q1 		$350K Sell
4,952
-42
-0.8% -$2.75K 0.04% 342
2020
Q4 		$321K Buy
4,994
+662
+15% +$42.9K 0.04% 339
2020
Q3 		$271K Sell
4,332
-137
-3% -$8.38K 0.05% 293
2020
Q2 		$249K Buy
+4,469
New +$232K 0.05% 275

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HighPoint Advisor Group's OTIS Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 8,655 shares — an estimated $756K sold.

HighPoint Advisor Group first reported a position in OTIS in Q2 2020 and held it in 16 quarters. The position peaked at $1.11M in Q2 2022. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 8,655 Otis Worldwide shares in Q1 2026, an estimated $756K.
  • HighPoint Advisor Group first reported a position in Otis Worldwide in Q2 2020 and held it in 16 quarters.
  • HighPoint Advisor Group's Otis Worldwide position peaked at $1.11M in Q2 2022.
  • 1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.