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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
Q2 		$240K Buy
3,347
+547
+20% +$40.9K 0.01% 477
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
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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Pinnacle Wealth Management Advisory Group's OTIS Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Otis Worldwide (OTIS) stake by 20% in Q2 2026, buying an estimated $40.9K and bringing the position to 3,347 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #477.

Pinnacle Wealth Management Advisory Group first reported a position in OTIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $447K in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 3,347 shares of Otis Worldwide worth $240K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 547 Otis Worldwide shares in Q2 2026, an estimated $40.9K.
  • Otis Worldwide made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #477 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Otis Worldwide in Q4 2022 and has held it in 15 quarters since.
  • Pinnacle Wealth Management Advisory Group's Otis Worldwide position peaked at $447K in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.