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 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%	-$9.52K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's OTIS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Otis Worldwide (OTIS) stake by 42% in Q2 2026, selling an estimated $15.5K and leaving 284 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Pinnacle Wealth Planning Services first reported a position in OTIS in Q4 2020 and has held it in 9 quarters since. The position peaked at $231K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Pinnacle Wealth Planning Services held 284 shares of Otis Worldwide worth $20.3K as of Q2 2026.
Pinnacle Wealth Planning Services sold 208 Otis Worldwide shares in Q2 2026, an estimated $15.5K.
Otis Worldwide made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1777 holding.
Pinnacle Wealth Planning Services first reported a position in Otis Worldwide in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Otis Worldwide position peaked at $231K in Q3 2024.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.