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PineBridge Investments’s Otis Worldwide OTIS Stock Holding History

PineBridge Investments’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 		$20.1M Buy
261,268
+14,628
+6% +$1.28M 0.17% 120
2025
Q4 		$21.5M Buy
246,640
+83,359
+51% +$7.46M 0.16% 116
2025
Q3 		$14.9M Buy
163,281
+42,605
+35% +$3.87M 0.11% 152
2025
Q2 		$11.9M Buy
120,676
+96,578
+401% +$9.32M 0.09% 199
2025
Q1 		$2.49M Buy
24,098
+3
+0% +$293 0.02% 401
2024
Q4 		$2.23M Sell
24,095
-579,180
-96% -$58.1M 0.02% 527
2024
Q3 		$62.7M Sell
603,275
-23,131
-4% -$2.2M 0.47% 44
2024
Q2 		$60.3M Sell
626,406
-130,989
-17% -$12.6M 0.49% 34
2024
Q1 		$75.2M Buy
757,395
+32,782
+5% +$3.03M 0.6% 28
2023
Q4 		$64.8M Buy
724,613
+8,281
+1% +$689K 0.6% 31
2023
Q3 		$57.5M Buy
716,332
+186,699
+35% +$16M 0.64% 26
2023
Q2 		$47.1M Buy
529,633
+158,323
+43% +$13.3M 0.51% 41
2023
Q1 		$31.3M Buy
371,310
+132,640
+56% +$11M 0.35% 73
2022
Q4 		$18.7M Buy
238,670
+23,168
+11% +$1.71M 0.23% 129
2022
Q3 		$13.7M Buy
215,502
+20,814
+11% +$1.52M 0.18% 148
2022
Q2 		$13.8M Buy
194,688
+19,259
+11% +$1.42M 0.17% 146
2022
Q1 		$13.5M Buy
175,429
+4,808
+3% +$384K 0.14% 169
2021
Q4 		$14.9M Buy
170,621
+579
+0.3% +$48.5K 0.15% 156
2021
Q3 		$14M Sell
170,042
-145,102
-46% -$12.8M 0.17% 149
2021
Q2 		$25.8M Sell
315,144
-4,970
-2% -$383K 0.3% 81
2021
Q1 		$21.9M Buy
320,114
+66,270
+26% +$4.33M 0.28% 85
2020
Q4 		$17.1M Sell
253,844
-56,935
-18% -$3.69M 0.26% 90
2020
Q3 		$19.4M Buy
310,779
+160,246
+106% +$9.8M 0.34% 73
2020
Q2 		$8.56M Buy
+150,533
New +$7.8M 0.16% 153

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

PineBridge Investments's OTIS Position: Q1 2026 in Review

PineBridge Investments increased its Otis Worldwide (OTIS) stake by 5.9% in Q1 2026, buying an estimated $1.28M and bringing the position to 261,268 shares worth $20.1M. The position accounts for 0.17% of the portfolio, ranked #120.

PineBridge Investments first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $75.2M in Q1 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • PineBridge Investments held 261,268 shares of Otis Worldwide worth $20.1M as of Q1 2026.
  • PineBridge Investments bought 14,628 Otis Worldwide shares in Q1 2026, an estimated $1.28M.
  • Otis Worldwide made up 0.17% of PineBridge Investments's portfolio in Q1 2026, its #120 holding.
  • PineBridge Investments first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • PineBridge Investments's Otis Worldwide position peaked at $75.2M in Q1 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on PineBridge Investments's 13F filing for Q1 2026, filed 14 May 2026.