Pacific Center for Financial Services’s Otis Worldwide OTIS Stock Holding History

Pacific Center for Financial Services’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	$1.93K	Hold	25	–	–	﹤0.01%	437
2025 Q4	$2.29K	Hold	25	–	–	﹤0.01%	408
2025 Q3	$2.29K	Hold	25	–	–	﹤0.01%	408
2025 Q2	$2.48K	Hold	25	–	–	﹤0.01%	395
2025 Q1	$2.58K	Hold	25	–	–	﹤0.01%	394
2024 Q4	$2.32K	Hold	25	–	–	﹤0.01%	404
2024 Q3	$2.6K	Hold	25	–	–	﹤0.01%	396
2024 Q2	$2.41K	Hold	25	–	–	﹤0.01%	396
2024 Q1	$2.48K	Hold	25	–	–	﹤0.01%	402
2023 Q4	$2.24K	Hold	25	–	–	﹤0.01%	343
2023 Q3	$2.01K	Hold	25	–	–	﹤0.01%	359
2023 Q2	$2.23K	Hold	25	–	–	﹤0.01%	352
2023 Q1	$2.11K	Buy	+25	New	+$2.07K	﹤0.01%	348
2022 Q3	$2K	Hold	25	–	–	﹤0.01%	363
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	361
2022 Q1	$2K	Hold	25	–	–	﹤0.01%	349
2021 Q4	$2K	Hold	25	–	–	﹤0.01%	353
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	366
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	325
2021 Q1	$2K	Hold	25	–	–	﹤0.01%	315
2020 Q4	$2K	Hold	25	–	–	﹤0.01%	304
2020 Q3	$2K	Hold	25	–	–	﹤0.01%	279
2020 Q2	$1K	Buy	+25	New	+$1.29K	﹤0.01%	287

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pacific Center for Financial Services's OTIS Position: Q1 2026 in Review

Pacific Center for Financial Services held its Otis Worldwide (OTIS) position steady in Q1 2026 at 25 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Pacific Center for Financial Services first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.6K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Pacific Center for Financial Services held 25 shares of Otis Worldwide worth $1.93K as of Q1 2026.
Pacific Center for Financial Services left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q1 2026, its #437 holding.
Pacific Center for Financial Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
Pacific Center for Financial Services's Otis Worldwide position peaked at $2.6K in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.