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
2025 Q1	–	Sell	-22,500	Closed	-$2.08M	–	5188
2024 Q4	$2.08M	Buy	+22,500	New	+$2.26M	﹤0.01%	2371
2024 Q1	–	Sell	-11,200	Closed	-$1M	–	4445
2023 Q4	$1M	Sell	11,200 -300	-3%	-$24.9K	﹤0.01%	2518
2023 Q3	$924K	Buy	11,500 +300	+3%	+$25.7K	﹤0.01%	2377
2023 Q2	$997K	Hold	11,200	–	–	﹤0.01%	2163
2023 Q1	$945K	Sell	11,200 -8,000	-42%	-$662K	﹤0.01%	1935
2022 Q4	$1.5M	Hold	19,200	–	–	0.01%	1539
2022 Q3	$1.23M	Buy	+19,200	New	+$1.4M	0.01%	1620

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

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.