Spirepoint Private Client’s Otis Worldwide OTIS Stock Holding History

Spirepoint Private Client’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	$4.01M	Buy	52,008 +7,765	+18%	+$679K	0.38%	54
2025 Q4	$3.86M	Buy	44,243 +1,101	+3%	+$98.5K	0.37%	53
2025 Q3	$3.94M	Buy	43,142 +4,211	+11%	+$382K	0.41%	56
2025 Q2	$3.85M	Buy	38,931 +1,427	+4%	+$138K	0.44%	57
2025 Q1	$3.87M	Buy	+37,504	New	+$3.66M	0.51%	53

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

Spirepoint Private Client's OTIS Position: Q1 2026 in Review

Spirepoint Private Client increased its Otis Worldwide (OTIS) stake by 18% in Q1 2026, buying an estimated $679K and bringing the position to 52,008 shares worth $4.01M. The position accounts for 0.38% of the portfolio, ranked #54.

Spirepoint Private Client first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Spirepoint Private Client held 52,008 shares of Otis Worldwide worth $4.01M as of Q1 2026.
Spirepoint Private Client bought 7,765 Otis Worldwide shares in Q1 2026, an estimated $679K.
Otis Worldwide made up 0.38% of Spirepoint Private Client's portfolio in Q1 2026, its #54 holding.
Spirepoint Private Client first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.