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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Old Point Trust & Financial Services N A's OTIS Position: Q1 2026 in Review

Old Point Trust & Financial Services N A held its Otis Worldwide (OTIS) position steady in Q1 2026 at 6 shares worth $462. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Old Point Trust & Financial Services N A first reported a position in OTIS in Q2 2023 and has held it in 9 quarters since. The position peaked at $26K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Old Point Trust & Financial Services N A held 6 shares of Otis Worldwide worth $462 as of Q1 2026.
Old Point Trust & Financial Services N A left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up ﹤0.01% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #313 holding.
Old Point Trust & Financial Services N A first reported a position in Otis Worldwide in Q2 2023 and has held it in 9 quarters since.
Old Point Trust & Financial Services N A's Otis Worldwide position peaked at $26K in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.