StoneRidge PMG Advisors, LLC’s Otis Worldwide OTIS Stock Holding History

StoneRidge PMG Advisors, LLC’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 Q3	$486K	Buy	+7,553	New	+$537K	0.34%	88

Other funds holding OTIS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

StoneRidge PMG Advisors, LLC's OTIS Position: Q3 2026 in Review

StoneRidge PMG Advisors, LLC opened a new position in Otis Worldwide (OTIS) in Q3 2026: 7,553 shares worth $486K. The stake represents 0.34% of the portfolio and ranks #88 among its holdings.

1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

StoneRidge PMG Advisors, LLC held 7,553 shares of Otis Worldwide worth $486K as of Q3 2026.
Otis Worldwide was a new StoneRidge PMG Advisors, LLC position in Q3 2026.
Otis Worldwide made up 0.34% of StoneRidge PMG Advisors, LLC's portfolio in Q3 2026, its #88 holding.
1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on StoneRidge PMG Advisors, LLC's 13F filing for Q3 2026, filed 4 Nov 2026.