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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pinney & Scofield's OTIS Position: Q1 2026 in Review

Pinney & Scofield held its Otis Worldwide (OTIS) position steady in Q1 2026 at 27 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Pinney & Scofield first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.82K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Pinney & Scofield held 27 shares of Otis Worldwide worth $2.11K as of Q1 2026.
  • Pinney & Scofield left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Pinney & Scofield's portfolio in Q1 2026, its #220 holding.
  • Pinney & Scofield first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • Pinney & Scofield's Otis Worldwide position peaked at $2.82K in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.