Pinney & Scofield
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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
Q3 		$1.76K Hold
27
– – ﹤0.01% 223
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 		$2.7K 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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Pinney & Scofield's OTIS Position: Q3 2026 in Review

Pinney & Scofield held its Otis Worldwide (OTIS) position steady in Q3 2026 at 27 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Pinney & Scofield first reported a position in OTIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.82K in Q1 2025. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Pinney & Scofield held 27 shares of Otis Worldwide worth $1.76K as of Q3 2026.
  • Pinney & Scofield left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up ﹤0.01% of Pinney & Scofield's portfolio in Q3 2026, its #223 holding.
  • Pinney & Scofield first reported a position in Otis Worldwide in Q4 2024 and has held it in 8 quarters since.
  • Pinney & Scofield's Otis Worldwide position peaked at $2.82K in Q1 2025.
  • 1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Pinney & Scofield's 13F filing for Q3 2026, filed 12 Nov 2026.