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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
Q2 		$386K Sell
5,385
-46,623
-90% -$3.48M 0.03% 240
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Spirepoint Private Client's OTIS Position: Q2 2026 in Review

Spirepoint Private Client reduced its Otis Worldwide (OTIS) stake by 90% in Q2 2026, selling an estimated $3.48M and leaving 5,385 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #240.

Spirepoint Private Client first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.01M in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Spirepoint Private Client held 5,385 shares of Otis Worldwide worth $386K as of Q2 2026.
  • Spirepoint Private Client sold 46,623 Otis Worldwide shares in Q2 2026, an estimated $3.48M.
  • Otis Worldwide made up 0.03% of Spirepoint Private Client's portfolio in Q2 2026, its #240 holding.
  • Spirepoint Private Client first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
  • Spirepoint Private Client's Otis Worldwide position peaked at $4.01M in Q1 2026.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.