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 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 $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

Pointe Capital Management's OTIS Position: Q1 2026 in Review

Pointe Capital Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 4,202 shares worth $324K. The position accounts for 0.16% of the portfolio, ranked #115.

Pointe Capital Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $450K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Pointe Capital Management held 4,202 shares of Otis Worldwide worth $324K as of Q1 2026.
Pointe Capital Management left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.16% of Pointe Capital Management's portfolio in Q1 2026, its #115 holding.
Pointe Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
Pointe Capital Management's Otis Worldwide position peaked at $450K in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.