Paladin Advisory Group
OTIS icon

Paladin Advisory Group’s Otis Worldwide OTIS Stock Holding History

Paladin Advisory 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
Q3 		$22.7K Hold
353
– – 0.02% 183
2026
Q2 		$25.3K Hold
353
– – 0.02% 180
2026
Q1 		$27.2K Hold
353
– – 0.02% 179
2025
Q4 		$30.8K Hold
353
– – 0.02% 172
2025
Q3 		$32.3K Hold
353
– – 0.03% 165
2025
Q2 		$35K Hold
353
– – 0.03% 158
2025
Q1 		$36.4K Hold
353
– – 0.03% 162
2024
Q4 		$32.7K Hold
353
– – 0.03% 166
2024
Q3 		$36.7K Hold
353
– – 0.03% 164
2024
Q2 		$33.5K Hold
353
– – 0.03% 159
2024
Q1 		$34.8K Sell
353
-54
-13% -$4.99K 0.03% 158
2023
Q4 		$36.4K Sell
407
-862
-68% -$71.7K 0.03% 161
2023
Q3 		$102K Buy
1,269
+289
+29% +$24.7K 0.09% 118
2023
Q2 		$87.2K Buy
980
+2
+0.2% +$168 0.07% 129
2023
Q1 		$82.6K Buy
+978
New +$80.9K 0.07% 131
2022
Q2 		– Sell
-971
Closed -$71.5K – 445
2022
Q1 		$74K Buy
+971
New +$77.6K 0.06% 144

Other funds holding OTIS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Paladin Advisory Group's OTIS Position: Q3 2026 in Review

Paladin Advisory Group held its Otis Worldwide (OTIS) position steady in Q3 2026 at 353 shares worth $22.7K. The position accounts for 0.02% of the portfolio, ranked #183.

Paladin Advisory Group first reported a position in OTIS in Q1 2022 and has held it in 16 quarters since. The position peaked at $102K in Q3 2023. 869 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Paladin Advisory Group held 353 shares of Otis Worldwide worth $22.7K as of Q3 2026.
  • Paladin Advisory Group left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up 0.02% of Paladin Advisory Group's portfolio in Q3 2026, its #183 holding.
  • Paladin Advisory Group first reported a position in Otis Worldwide in Q1 2022 and has held it in 16 quarters since.
  • Paladin Advisory Group's Otis Worldwide position peaked at $102K in Q3 2023.
  • 869 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.