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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Squarepoint's OTIS Position: Q1 2026 in Review

Squarepoint reduced its Otis Worldwide (OTIS) stake by 36% in Q1 2026, selling an estimated $67.5M and leaving 1,381,044 shares worth $106M. The position accounts for 0.13% of the portfolio, ranked #151.

Squarepoint first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $188M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Squarepoint held 1,381,044 shares of Otis Worldwide worth $106M as of Q1 2026.
  • Squarepoint sold 771,052 Otis Worldwide shares in Q1 2026, an estimated $67.5M.
  • Otis Worldwide made up 0.13% of Squarepoint's portfolio in Q1 2026, its #151 holding.
  • Squarepoint first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Squarepoint's Otis Worldwide position peaked at $188M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Squarepoint's 13F filing for Q1 2026, filed 15 May 2026.