Pointe Capital Management’s Otis Worldwide OTIS Stock Holding History

Pointe Capital 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	$294K	Sell	4,102 -100	-2%	-$7.47K	0.13%	122
2026 Q1	$324K	Hold	4,202	–	–	0.16%	115
2025 Q4	$367K	Sell	4,202 -124	-3%	-$11.1K	0.18%	109
2025 Q3	$396K	Hold	4,326	–	–	0.19%	112
2025 Q2	$428K	Hold	4,326	–	–	0.22%	103
2025 Q1	$446K	Hold	4,326	–	–	0.26%	95
2024 Q4	$401K	Hold	4,326	–	–	0.23%	103
2024 Q3	$450K	Hold	4,326	–	–	0.26%	98
2024 Q2	$416K	Hold	4,326	–	–	0.26%	98
2024 Q1	$429K	Hold	4,326	–	–	0.26%	97
2023 Q4	$387K	Sell	4,326 -250	-5%	-$20.8K	0.27%	96
2023 Q3	$367K	Hold	4,576	–	–	0.27%	92
2023 Q2	$407K	Hold	4,576	–	–	0.31%	89
2023 Q1	$386K	Hold	4,576	–	–	0.28%	87
2022 Q4	$358K	Hold	4,576	–	–	0.27%	92
2022 Q3	$292K	Hold	4,576	–	–	0.23%	108
2022 Q2	$323K	Hold	4,576	–	–	0.24%	107
2022 Q1	$352K	Hold	4,576	–	–	0.22%	114
2021 Q4	$398K	Sell	4,576 -200	-4%	-$16.7K	0.24%	103
2021 Q3	$393K	Hold	4,776	–	–	0.27%	99
2021 Q2	$391K	Hold	4,776	–	–	0.28%	100
2021 Q1	$327K	Sell	4,776 -70	-1%	-$4.58K	0.23%	105
2020 Q4	$327K	Sell	4,846 -425	-8%	-$27.6K	0.28%	101
2020 Q3	$329K	Hold	5,271	–	–	0.29%	94
2020 Q2	$300K	Buy	+5,271	New	+$273K	0.27%	106

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 $3.37T AUM 44.26% 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

Pointe Capital Management's OTIS Position: Q2 2026 in Review

Pointe Capital Management reduced its Otis Worldwide (OTIS) stake by 2.4% in Q2 2026, selling an estimated $7.47K and leaving 4,102 shares worth $294K. The position accounts for 0.13% of the portfolio, ranked #122.

Pointe Capital Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $450K in Q3 2024. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Pointe Capital Management held 4,102 shares of Otis Worldwide worth $294K as of Q2 2026.
Pointe Capital Management sold 100 Otis Worldwide shares in Q2 2026, an estimated $7.47K.
Otis Worldwide made up 0.13% of Pointe Capital Management's portfolio in Q2 2026, its #122 holding.
Pointe Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Pointe Capital Management's Otis Worldwide position peaked at $450K in Q3 2024.
1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Pointe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.