Rock Point Advisors’s Otis Worldwide OTIS Stock Holding History

Rock Point Advisors’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	$4.3M	Buy	+60,101	New	+$4.49M	1.05%	40

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

Rock Point Advisors's OTIS Position: Q2 2026 in Review

Rock Point Advisors opened a new position in Otis Worldwide (OTIS) in Q2 2026: 60,101 shares worth $4.3M. The stake represents 1.05% of the portfolio and ranks #40 among its holdings.

1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Rock Point Advisors held 60,101 shares of Otis Worldwide worth $4.3M as of Q2 2026.
Otis Worldwide was a new Rock Point Advisors position in Q2 2026.
Otis Worldwide made up 1.05% of Rock Point Advisors's portfolio in Q2 2026, its #40 holding.
1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Rock Point Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.