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PKS Advisory Services’s Otis Worldwide OTIS Stock Holding History

PKS Advisory 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
Q1 		– Sell
-2,513
Closed -$220K – 254
2025
Q4 		$220K Buy
2,513
+6
+0.2% +$537 0.05% 234
2025
Q3 		$229K Sell
2,507
-68
-3% -$6.17K 0.05% 224
2025
Q2 		$255K Buy
2,575
+121
+5% +$11.7K 0.06% 223
2025
Q1 		$253K Buy
2,454
+15
+0.6% +$1.47K 0.07% 209
2024
Q4 		$226K Buy
+2,439
New +$245K 0.06% 219

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

PKS Advisory Services's OTIS Position: Q1 2026 in Review

PKS Advisory Services sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,513 shares — an estimated $220K sold.

PKS Advisory Services first reported a position in OTIS in Q4 2024 and held it in 5 quarters. The position peaked at $255K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • PKS Advisory Services reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • PKS Advisory Services sold 2,513 Otis Worldwide shares in Q1 2026, an estimated $220K.
  • PKS Advisory Services first reported a position in Otis Worldwide in Q4 2024 and held it in 5 quarters.
  • PKS Advisory Services's Otis Worldwide position peaked at $255K in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.