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Pension & Wealth Management Advisors’s Otis Worldwide OTIS Stock Holding History

Pension & Wealth Management Advisors’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 		– Sell
-50
Closed -$3.85K – 569
2026
Q1 		$3.85K Hold
50
– – ﹤0.01% 440
2025
Q4 		$4.37K Buy
+50
New +$4.47K ﹤0.01% 444

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pension & Wealth Management Advisors's OTIS Position: Q2 2026 in Review

Pension & Wealth Management Advisors sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 50 shares — an estimated $3.85K sold.

Pension & Wealth Management Advisors first reported a position in OTIS in Q4 2025 and held it in 2 quarters. The position peaked at $4.37K in Q4 2025. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Pension & Wealth Management Advisors reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 50 Otis Worldwide shares in Q2 2026, an estimated $3.85K.
  • Pension & Wealth Management Advisors first reported a position in Otis Worldwide in Q4 2025 and held it in 2 quarters.
  • Pension & Wealth Management Advisors's Otis Worldwide position peaked at $4.37K in Q4 2025.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.