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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
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 $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

Peapack-Gladstone Financial Corp's OTIS Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp reduced its Otis Worldwide (OTIS) stake by 14% in Q1 2026, selling an estimated $1.28M and leaving 92,864 shares worth $7.16M. The position accounts for 0.09% of the portfolio, ranked #194.

Peapack-Gladstone Financial Corp first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $9.65M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 92,864 shares of Otis Worldwide worth $7.16M as of Q1 2026.
  • Peapack-Gladstone Financial Corp sold 14,625 Otis Worldwide shares in Q1 2026, an estimated $1.28M.
  • Otis Worldwide made up 0.09% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #194 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Peapack-Gladstone Financial Corp's Otis Worldwide position peaked at $9.65M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.