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Newbridge Financial Services Group’s Otis Worldwide OTIS Stock Holding History

Newbridge Financial Services Group’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 		$14.9K Sell
208
-15
-7% -$1.12K ﹤0.01% 778
2026
Q1 		$17.2K Buy
223
+1
+0.5% +$87 ﹤0.01% 676
2025
Q4 		$19.4K Sell
222
-88
-28% -$7.87K ﹤0.01% 649
2025
Q3 		$28.3K Sell
310
-1
-0.3% -$91 ﹤0.01% 655
2025
Q2 		$30.8K Buy
311
+38
+14% +$3.67K 0.01% 610
2025
Q1 		$28.2K Buy
273
+39
+17% +$3.81K 0.01% 486
2024
Q4 		$21.6K Buy
234
+13
+6% +$1.3K 0.01% 581
2024
Q3 		$23K Buy
221
+171
+342% +$16.3K 0.01% 346
2024
Q2 		$4.81K Hold
50
– – ﹤0.01% 852
2024
Q1 		$4.96K Sell
50
-44
-47% -$4.07K ﹤0.01% 889
2023
Q4 		$8.41K Buy
94
+30
+47% +$2.49K ﹤0.01% 774
2023
Q3 		$5.14K Hold
64
– – ﹤0.01% 945
2023
Q2 		$5.7K Hold
64
– – ﹤0.01% 987
2023
Q1 		$5.4K Sell
64
-50
-44% -$4.14K ﹤0.01% 1046
2022
Q4 		$8.93K Sell
114
-101
-47% -$7.46K 0.01% 937
2022
Q3 		$14K Hold
215
– – 0.01% 797
2022
Q2 		$15K Buy
215
+1
+0.5% +$74 0.01% 739
2022
Q1 		$16K Hold
214
– – 0.01% 790
2021
Q4 		$19K Buy
214
+164
+328% +$13.7K 0.01% 747
2021
Q3 		$4K Sell
50
-300
-86% -$26.4K ﹤0.01% 1070
2021
Q2 		$29K Buy
350
+41
+13% +$3.16K 0.02% 656
2021
Q1 		$21K Sell
309
-83
-21% -$5.43K 0.02% 681
2020
Q4 		$26K Hold
392
– – 0.02% 476
2020
Q3 		$24K Buy
+392
New +$24K 0.02% 459

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Newbridge Financial Services Group's OTIS Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Otis Worldwide (OTIS) stake by 6.7% in Q2 2026, selling an estimated $1.12K and leaving 208 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Newbridge Financial Services Group first reported a position in OTIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $30.8K in Q2 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Newbridge Financial Services Group held 208 shares of Otis Worldwide worth $14.9K as of Q2 2026.
  • Newbridge Financial Services Group sold 15 Otis Worldwide shares in Q2 2026, an estimated $1.12K.
  • Otis Worldwide made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #778 holding.
  • Newbridge Financial Services Group first reported a position in Otis Worldwide in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's Otis Worldwide position peaked at $30.8K in Q2 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.