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Peapack-Gladstone Financial Corp’s Otis Worldwide OTIS Stock Holding History

Peapack-Gladstone Financial Corp’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 		$8.18M Buy
114,259
+21,395
+23% +$1.6M 0.09% 191
2026
Q1 		$7.16M Sell
92,864
-14,625
-14% -$1.28M 0.09% 194
2025
Q4 		$9.39M Buy
107,489
+1,909
+2% +$171K 0.12% 167
2025
Q3 		$9.65M Buy
105,580
+30,912
+41% +$2.81M 0.13% 156
2025
Q2 		$7.39M Buy
74,668
+865
+1% +$83.5K 0.1% 178
2025
Q1 		$7.62M Buy
73,803
+717
+1% +$70K 0.11% 172
2024
Q4 		$6.77M Buy
73,086
+742
+1% +$74.4K 0.1% 179
2024
Q3 		$7.52M Buy
72,344
+2,273
+3% +$217K 0.11% 175
2024
Q2 		$6.75M Buy
70,071
+1,101
+2% +$106K 0.1% 181
2024
Q1 		$6.85M Sell
68,970
-947
-1% -$87.5K 0.11% 183
2023
Q4 		$6.25M Sell
69,917
-536
-0.8% -$44.6K 0.11% 183
2023
Q3 		$5.66M Sell
70,453
-325
-0.5% -$27.8K 0.1% 184
2023
Q2 		$6.3M Sell
70,778
-259
-0.4% -$21.8K 0.11% 180
2023
Q1 		$6M Sell
71,037
-1,914
-3% -$158K 0.11% 189
2022
Q4 		$5.71M Sell
72,951
-2,058
-3% -$152K 0.11% 193
2022
Q3 		$4.79M Sell
75,009
-387
-0.5% -$28.3K 0.1% 202
2022
Q2 		$5.33M Sell
75,396
-3,908
-5% -$288K 0.12% 172
2022
Q1 		$6.1M Sell
79,304
-491
-0.6% -$39.2K 0.12% 171
2021
Q4 		$6.95M Buy
79,795
+1,783
+2% +$149K 0.13% 159
2021
Q3 		$6.42M Buy
78,012
+1,035
+1% +$91K 0.13% 163
2021
Q2 		$6.29M Sell
76,977
-7,647
-9% -$589K 0.15% 144
2021
Q1 		$5.79M Buy
84,624
+1,334
+2% +$87.2K 0.15% 148
2020
Q4 		$5.63M Sell
83,290
-886
-1% -$57.5K 0.17% 136
2020
Q3 		$5.25M Sell
84,176
-5,773
-6% -$353K 0.19% 120
2020
Q2 		$5.12M Buy
+89,949
New +$4.66M 0.2% 113

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Peapack-Gladstone Financial Corp's OTIS Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp increased its Otis Worldwide (OTIS) stake by 23% in Q2 2026, buying an estimated $1.6M and bringing the position to 114,259 shares worth $8.18M. The position accounts for 0.09% of the portfolio, ranked #191.

Peapack-Gladstone Financial Corp first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.65M in Q3 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 114,259 shares of Otis Worldwide worth $8.18M as of Q2 2026.
  • Peapack-Gladstone Financial Corp bought 21,395 Otis Worldwide shares in Q2 2026, an estimated $1.6M.
  • Otis Worldwide made up 0.09% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #191 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Peapack-Gladstone Financial Corp's Otis Worldwide position peaked at $9.65M in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.