Squarepoint
OTIS icon

Squarepoint’s Otis Worldwide OTIS Stock Holding History

Squarepoint’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
2024
Q2 		– Sell
-50,000
Closed -$4.96M – 4493
2024
Q1 		$4.96M Buy
50,000
+22,200
+80% +$2.05M 0.01% 1444
2023
Q4 		$2.49M Buy
27,800
+500
+2% +$41.6K ﹤0.01% 1854
2023
Q3 		$2.19M Buy
27,300
+300
+1% +$25.7K 0.01% 1739
2023
Q2 		$2.4M Buy
27,000
+7,700
+40% +$649K 0.01% 1537
2023
Q1 		$1.63M Buy
+19,300
New +$1.6M 0.01% 1554

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 $3.37T AUM 44.26% 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

Squarepoint's OTIS Position: Q2 2026 in Review

Squarepoint reduced its Otis Worldwide (OTIS) stake by 4.8% in Q2 2026, selling an estimated $4.98M and leaving 1,314,313 shares worth $94.1M. The position accounts for 0.1% of the portfolio, ranked #180.

Squarepoint first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $188M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Squarepoint held 1,314,313 shares of Otis Worldwide worth $94.1M as of Q2 2026.
  • Squarepoint sold 66,731 Otis Worldwide shares in Q2 2026, an estimated $4.98M.
  • Otis Worldwide made up 0.1% of Squarepoint's portfolio in Q2 2026, its #180 holding.
  • Squarepoint first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Squarepoint's Otis Worldwide position peaked at $188M in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Squarepoint's 13F filing for Q2 2026, filed 14 Aug 2026.