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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Otis Worldwide OTIS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-50
Closed -$3.85K – 569
2026
Q1 		$3.85K Hold
50
– – ﹤0.01% 440
2025
Q4 		$4.37K Buy
+50
New +$4.47K ﹤0.01% 444

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s OTIS Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 50 shares — an estimated $3.85K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in OTIS in Q4 2025 and held it in 2 quarters. The position peaked at $4.37K in Q4 2025. 682 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 50 Otis Worldwide shares in Q2 2026, an estimated $3.85K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Otis Worldwide in Q4 2025 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Otis Worldwide position peaked at $4.37K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.