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Pinnacle Financial Partners (Tennessee)’s Otis Worldwide OTIS Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025
Q3 		$7.09M Buy
77,492
+12,721
+20% +$1.15M 0.17% 145
2025
Q2 		$6.41M Sell
64,771
-214
-0.3% -$20.7K 0.13% 157
2025
Q1 		$6.7M Buy
64,985
+271
+0.4% +$26.5K 0.14% 154
2024
Q4 		$6M Hold
64,714
– – 0.12% 162
2024
Q3 		$6.73M Buy
64,714
+60,140
+1,315% +$5.73M 0.14% 153
2024
Q2 		$441K Buy
4,574
+16
+0.4% +$1.54K 0.01% 336
2024
Q1 		$452K Buy
4,558
+1,943
+74% +$180K 0.01% 331
2023
Q4 		$234K Buy
2,615
+2,243
+603% +$187K 0.01% 391
2023
Q3 		$29.9K Hold
372
– – ﹤0.01% 450
2023
Q2 		$33.1K Hold
372
– – ﹤0.01% 457
2023
Q1 		$31.4K Sell
372
-45
-11% -$3.72K ﹤0.01% 453
2022
Q4 		$32.7K Hold
417
– – ﹤0.01% 440
2022
Q3 		$27K Buy
417
+300
+256% +$21.9K ﹤0.01% 440
2022
Q2 		$8K Sell
117
-73
-38% -$5.38K ﹤0.01% 409
2022
Q1 		$15K Sell
190
-15
-7% -$1.2K ﹤0.01% 414
2021
Q4 		$18K Hold
205
– – ﹤0.01% 447
2021
Q3 		$17K Buy
205
+15
+8% +$1.32K ﹤0.01% 446
2021
Q2 		$16K Sell
190
-178
-48% -$13.7K ﹤0.01% 447
2021
Q1 		$25K Sell
368
-357
-49% -$23.3K ﹤0.01% 387
2020
Q4 		$45K Hold
725
– – ﹤0.01% 367
2020
Q3 		$45K Hold
725
– – ﹤0.01% 356
2020
Q2 		$41K Buy
+725
New +$37.6K ﹤0.01% 350

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s OTIS Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) increased its Otis Worldwide (OTIS) stake by 20% in Q3 2025, buying an estimated $1.15M and bringing the position to 77,492 shares worth $7.09M. The position accounts for 0.17% of the portfolio, ranked #145.

Pinnacle Financial Partners (Tennessee) first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. 1,253 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 77,492 shares of Otis Worldwide worth $7.09M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 12,721 Otis Worldwide shares in Q3 2025, an estimated $1.15M.
  • Otis Worldwide made up 0.17% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #145 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
  • 1,253 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.