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 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

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

Paladin Advisory Group's OTIS Position: Q1 2026 in Review

Paladin Advisory Group held its Otis Worldwide (OTIS) position steady in Q1 2026 at 353 shares worth $27.2K. The position accounts for 0.02% of the portfolio, ranked #179.

Paladin Advisory Group first reported a position in OTIS in Q1 2022 and has held it in 14 quarters since. The position peaked at $102K in Q3 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Paladin Advisory Group held 353 shares of Otis Worldwide worth $27.2K as of Q1 2026.
Paladin Advisory Group left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.02% of Paladin Advisory Group's portfolio in Q1 2026, its #179 holding.
Paladin Advisory Group first reported a position in Otis Worldwide in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's Otis Worldwide position peaked at $102K in Q3 2023.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.