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 Q2	$1.79K	Hold	25	–	–	﹤0.01%	436
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Pacific Center for Financial Services's OTIS Position: Q2 2026 in Review

Pacific Center for Financial Services held its Otis Worldwide (OTIS) position steady in Q2 2026 at 25 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Pacific Center for Financial Services first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.6K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Pacific Center for Financial Services held 25 shares of Otis Worldwide worth $1.79K as of Q2 2026.
Pacific Center for Financial Services left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #436 holding.
Pacific Center for Financial Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
Pacific Center for Financial Services's Otis Worldwide position peaked at $2.6K in Q3 2024.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.