PAG
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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 $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

Private Advisor Group's OTIS Position: Q1 2026 in Review

Private Advisor Group reduced its Otis Worldwide (OTIS) stake by 3.1% in Q1 2026, selling an estimated $48.8K and leaving 17,519 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #1236.

Private Advisor Group first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.88M in Q3 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Private Advisor Group held 17,519 shares of Otis Worldwide worth $1.35M as of Q1 2026.
  • Private Advisor Group sold 558 Otis Worldwide shares in Q1 2026, an estimated $48.8K.
  • Otis Worldwide made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1236 holding.
  • Private Advisor Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Private Advisor Group's Otis Worldwide position peaked at $3.88M in Q3 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.