Pinnacle Wealth Planning Services’s Otis Worldwide OTIS Stock Holding History

Pinnacle Wealth Planning Services’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	$25.1K	Buy	390 +106	+37%	+$7.54K	﹤0.01%	1670
2026 Q2	$20.3K	Sell	284 -208	-42%	-$15.5K	﹤0.01%	1777
2026 Q1	$37.9K	Buy	492 +204	+71%	+$17.8K	﹤0.01%	1353
2025 Q4	$25.2K	Buy	+288	New	+$25.8K	﹤0.01%	1610
2024 Q4	–	Sell	-2,218	Closed	-$231K	–	517
2024 Q3	$231K	Hold	2,218	–	–	0.03%	409
2024 Q2	$214K	Sell	2,218 -1	-0%	-$96	0.03%	405
2024 Q1	$220K	Sell	2,219 -103	-4%	-$9.5K	0.03%	389
2023 Q4	$208K	Buy	+2,322	New	+$193K	0.03%	396
2023 Q3	–	Sell	-2,389	Closed	-$213K	–	477
2023 Q2	$213K	Buy	+2,389	New	+$201K	0.03%	365
2021 Q1	–	Sell	-629	Closed	-$42K	–	1462
2020 Q4	$42K	Buy	+629	New	+$40.8K	0.01%	870

Other funds holding OTIS

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Pinnacle Wealth Planning Services's OTIS Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Otis Worldwide (OTIS) stake by 37% in Q3 2026, buying an estimated $7.54K and bringing the position to 390 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Pinnacle Wealth Planning Services first reported a position in OTIS in Q4 2020 and has held it in 10 quarters since. The position peaked at $231K in Q3 2024. 336 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Pinnacle Wealth Planning Services held 390 shares of Otis Worldwide worth $25.1K as of Q3 2026.
Pinnacle Wealth Planning Services bought 106 Otis Worldwide shares in Q3 2026, an estimated $7.54K.
Otis Worldwide made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1670 holding.
Pinnacle Wealth Planning Services first reported a position in Otis Worldwide in Q4 2020 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's Otis Worldwide position peaked at $231K in Q3 2024.
336 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.