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Private Advisor Group’s Otis Worldwide OTIS Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-700
Closed -$562 – 2432
2023
Q3 		$562 Buy
+700
New +$59.9K ﹤0.01% 2271

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Private Advisor Group's OTIS Position: Q2 2026 in Review

Private Advisor Group reduced its Otis Worldwide (OTIS) stake by 27% in Q2 2026, selling an estimated $347K and leaving 12,870 shares worth $922K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Private Advisor Group first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.88M in Q3 2021. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Private Advisor Group held 12,870 shares of Otis Worldwide worth $922K as of Q2 2026.
  • Private Advisor Group sold 4,649 Otis Worldwide shares in Q2 2026, an estimated $347K.
  • Otis Worldwide made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1425 holding.
  • Private Advisor Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Private Advisor Group's Otis Worldwide position peaked at $3.88M in Q3 2021.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.