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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
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 $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

Newbridge Financial Services Group's OTIS Position: Q1 2026 in Review

Newbridge Financial Services Group increased its Otis Worldwide (OTIS) stake by 0.45% in Q1 2026, buying an estimated $87 and bringing the position to 223 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Newbridge Financial Services Group first reported a position in OTIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $30.8K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Newbridge Financial Services Group held 223 shares of Otis Worldwide worth $17.2K as of Q1 2026.
  • Newbridge Financial Services Group bought 1 Otis Worldwide share in Q1 2026, an estimated $87.
  • Otis Worldwide made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #676 holding.
  • Newbridge Financial Services Group first reported a position in Otis Worldwide in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Otis Worldwide position peaked at $30.8K in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.