Private Advisor Group
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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 $6.79T 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

Private Advisor Group's OTIS Position: Q3 2026 in Review

Private Advisor Group increased its Otis Worldwide (OTIS) stake by 79% in Q3 2026, buying an estimated $723K and bringing the position to 23,034 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Private Advisor Group first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.88M in Q3 2021. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Private Advisor Group held 23,034 shares of Otis Worldwide worth $1.48M as of Q3 2026.
  • Private Advisor Group bought 10,164 Otis Worldwide shares in Q3 2026, an estimated $723K.
  • Otis Worldwide made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #1401 holding.
  • Private Advisor Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • Private Advisor Group's Otis Worldwide position peaked at $3.88M in Q3 2021.
  • 1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.