Pinney & Scofield’s Otis Worldwide OTIS Stock Holding History

Pinney & Scofield’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	$1.96K	Hold	27	–	–	﹤0.01%	214
2026 Q1	$2.11K	Hold	27	–	–	﹤0.01%	220
2025 Q4	$2.39K	Hold	27	–	–	﹤0.01%	192
2025 Q3	$2.5K	Hold	27	–	–	﹤0.01%	197
2025 Q2	$2.71K	Hold	27	–	–	﹤0.01%	201
2025 Q1	$2.82K	Hold	27	–	–	﹤0.01%	195
2024 Q4	$2.53K	Buy	+27	New	+$2.71K	﹤0.01%	205

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

Pinney & Scofield's OTIS Position: Q2 2026 in Review

Pinney & Scofield held its Otis Worldwide (OTIS) position steady in Q2 2026 at 27 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Pinney & Scofield first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.82K in Q1 2025. 1,229 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Pinney & Scofield held 27 shares of Otis Worldwide worth $1.96K as of Q2 2026.
Pinney & Scofield left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Pinney & Scofield's portfolio in Q2 2026, its #214 holding.
Pinney & Scofield first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
Pinney & Scofield's Otis Worldwide position peaked at $2.82K in Q1 2025.
1,229 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.