Pinnacle Associates
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Pinnacle Associates’s Otis Worldwide OTIS Stock Holding History

Pinnacle Associates’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
Q3 		$1.13M Sell
17,564
-990
-5% -$70.4K 0.01% 498
2026
Q2 		$1.33M Buy
18,554
+383
+2% +$28.6K 0.01% 479
2026
Q1 		$1.4M Sell
18,171
-2,404
-12% -$210K 0.02% 459
2025
Q4 		$1.8M Buy
20,575
+1,460
+8% +$131K 0.02% 412
2025
Q3 		$1.75M Buy
19,115
+49
+0.3% +$4.45K 0.02% 411
2025
Q2 		$1.89M Sell
19,066
-80
-0.4% -$7.72K 0.03% 385
2025
Q1 		$1.98M Buy
19,146
+1,017
+6% +$99.4K 0.03% 378
2024
Q4 		$1.68M Sell
18,129
-1,991
-10% -$200K 0.02% 396
2024
Q3 		$1.8M Buy
20,120
+1,788
+10% +$170K 0.03% 372
2024
Q2 		$1.76M Sell
18,332
-1,085
-6% -$105K 0.03% 384
2024
Q1 		$1.93M Sell
19,417
-703
-3% -$65K 0.03% 376
2023
Q4 		$1.8M Buy
20,120
+277
+1% +$23K 0.03% 377
2023
Q3 		$1.59M Sell
19,843
-1,244
-6% -$106K 0.03% 384
2023
Q2 		$1.88M Buy
21,087
+11,726
+125% +$988K 0.03% 368
2023
Q1 		$790K Buy
9,361
+627
+7% +$51.9K 0.02% 450
2022
Q4 		$684K Buy
8,734
+567
+7% +$41.9K 0.01% 457
2022
Q3 		$521K Buy
8,167
+455
+6% +$33.3K 0.01% 490
2022
Q2 		$545K Sell
7,712
-75
-1% -$5.52K 0.01% 505
2022
Q1 		$599K Sell
7,787
-137
-2% -$10.9K 0.01% 518
2021
Q4 		$690K Buy
7,924
+1,504
+23% +$126K 0.01% 510
2021
Q3 		$528K Sell
6,420
-705
-10% -$62K 0.01% 542
2021
Q2 		$583K Sell
7,125
-328
-4% -$25.2K 0.01% 526
2021
Q1 		$510K Sell
7,453
-186
-2% -$12.2K 0.01% 526
2020
Q4 		$516K Sell
7,639
-94
-1% -$6.1K 0.01% 509
2020
Q3 		$483K Sell
7,733
-951
-11% -$58.2K 0.01% 492
2020
Q2 		$494K Buy
+8,684
New +$450K 0.01% 494

Other funds holding OTIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pinnacle Associates's OTIS Position: Q3 2026 in Review

Pinnacle Associates reduced its Otis Worldwide (OTIS) stake by 5.3% in Q3 2026, selling an estimated $70.4K and leaving 17,564 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #498.

Pinnacle Associates first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.98M in Q1 2025. 704 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Pinnacle Associates held 17,564 shares of Otis Worldwide worth $1.13M as of Q3 2026.
  • Pinnacle Associates sold 990 Otis Worldwide shares in Q3 2026, an estimated $70.4K.
  • Otis Worldwide made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #498 holding.
  • Pinnacle Associates first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • Pinnacle Associates's Otis Worldwide position peaked at $1.98M in Q1 2025.
  • 704 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.