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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
2023
Q1 		– Sell
-976
Closed -$76.5K – 428
2022
Q4 		$76.5K Buy
976
+2
+0.2% +$148 0.07% 134
2022
Q3 		$62K Buy
974
+1
+0.1% +$73 0.06% 141
2022
Q2 		$68K Buy
+973
New +$71.7K 0.06% 143
2022
Q1 		– Sell
-1,182
Closed -$102K – 442
2021
Q4 		$102K Buy
+1,182
New +$98.9K 0.08% 133

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

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.