Pinnacle Wealth Management Advisory Group’s Otis Worldwide OTIS Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$216K	Sell	2,800 -2,319	-45%	-$203K	0.01%	495
2025 Q4	$447K	Buy	5,119 +1,574	+44%	+$141K	0.03%	297
2025 Q3	$324K	Buy	3,545 +1	+0%	+$91	0.02%	297
2025 Q2	$351K	Buy	3,544 +41	+1%	+$3.96K	0.03%	273
2025 Q1	$362K	Buy	3,503 +36	+1%	+$3.52K	0.03%	256
2024 Q4	$321K	Hold	3,467	–	–	0.03%	274
2024 Q3	$360K	Sell	3,467 -24	-0.7%	-$2.29K	0.03%	246
2024 Q2	$336K	Buy	3,491 +68	+2%	+$6.55K	0.03%	249
2024 Q1	$340K	Buy	3,423 +48	+1%	+$4.44K	0.04%	238
2023 Q4	$302K	Sell	3,375 -163	-5%	-$13.6K	0.04%	245
2023 Q3	$284K	Sell	3,538 -7	-0.2%	-$599	0.04%	237
2023 Q2	$316K	Sell	3,545 -50	-1%	-$4.21K	0.04%	231
2023 Q1	$303K	Buy	3,595 +222	+7%	+$18.4K	0.04%	236
2022 Q4	$264K	Buy	+3,373	New	+$249K	0.04%	239

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's OTIS Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Otis Worldwide (OTIS) stake by 45% in Q1 2026, selling an estimated $203K and leaving 2,800 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #495.

Pinnacle Wealth Management Advisory Group first reported a position in OTIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $447K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 2,800 shares of Otis Worldwide worth $216K as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 2,319 Otis Worldwide shares in Q1 2026, an estimated $203K.
Otis Worldwide made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #495 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Otis Worldwide in Q4 2022 and has held it in 14 quarters since.
Pinnacle Wealth Management Advisory Group's Otis Worldwide position peaked at $447K in Q4 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.