Old Point Trust & Financial Services N A’s Otis Worldwide OTIS Stock Holding History

Old Point Trust & Financial Services N A’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	–	Sell	-6	Closed	-$462	–	339
2026 Q1	$462	Hold	6	–	–	﹤0.01%	313
2025 Q4	$524	Hold	6	–	–	﹤0.01%	322
2025 Q3	$549	Hold	6	–	–	﹤0.01%	302
2025 Q2	$594	Buy	+6	New	+$579	﹤0.01%	322
2024 Q4	–	Sell	-250	Closed	-$26K	–	357
2024 Q3	$26K	Hold	250	–	–	0.01%	197
2024 Q2	$24.1K	Hold	250	–	–	0.01%	198
2024 Q1	$24.8K	Hold	250	–	–	0.01%	195
2023 Q4	$22.4K	Buy	+250	New	+$20.8K	0.01%	173
2023 Q3	–	Sell	-250	Closed	-$22.3K	–	204
2023 Q2	$22.3K	Buy	+250	New	+$21.1K	0.01%	161

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Old Point Trust & Financial Services N A's OTIS Position: Q2 2026 in Review

Old Point Trust & Financial Services N A sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 6 shares — an estimated $462 sold.

Old Point Trust & Financial Services N A first reported a position in OTIS in Q2 2023 and held it in 9 quarters. The position peaked at $26K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Old Point Trust & Financial Services N A reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Old Point Trust & Financial Services N A sold 6 Otis Worldwide shares in Q2 2026, an estimated $462.
Old Point Trust & Financial Services N A first reported a position in Otis Worldwide in Q2 2023 and held it in 9 quarters.
Old Point Trust & Financial Services N A's Otis Worldwide position peaked at $26K in Q3 2024.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.