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TritonPoint Wealth’s Otis Worldwide OTIS Stock Holding History

TritonPoint Wealth’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 		– Sell
-2,890
Closed -$252K – 283
2025
Q4 		$252K Sell
2,890
-614
-18% -$54.9K 0.03% 234
2025
Q3 		$320K Buy
3,504
+458
+15% +$41.6K 0.03% 285
2025
Q2 		$302K Sell
3,046
-198
-6% -$19.1K 0.03% 285
2025
Q1 		$335K Buy
3,244
+352
+12% +$34.4K 0.03% 261
2024
Q4 		$268K Sell
2,892
-5
-0.2% -$501 0.02% 287
2024
Q3 		$303K Buy
2,897
+42
+1% +$4K 0.03% 268
2024
Q2 		$275K Sell
2,855
-14
-0.5% -$1.35K 0.03% 265
2024
Q1 		$242K Buy
2,869
+113
+4% +$10.4K 0.03% 292
2023
Q4 		$247K Buy
+2,756
New +$229K 0.02% 304

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

TritonPoint Wealth's OTIS Position: Q1 2026 in Review

TritonPoint Wealth sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,890 shares — an estimated $252K sold.

TritonPoint Wealth first reported a position in OTIS in Q4 2023 and held it in 9 quarters. The position peaked at $335K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • TritonPoint Wealth reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • TritonPoint Wealth sold 2,890 Otis Worldwide shares in Q1 2026, an estimated $252K.
  • TritonPoint Wealth first reported a position in Otis Worldwide in Q4 2023 and held it in 9 quarters.
  • TritonPoint Wealth's Otis Worldwide position peaked at $335K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.