Private Wealth Management Group’s Otis Worldwide OTIS Stock Holding History

Private Wealth Management 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
2026 Q2	$1.43K	Sell	20 -26	-57%	-$1.94K	﹤0.01%	1232
2026 Q1	$3.55K	Hold	46	–	–	﹤0.01%	892
2025 Q4	$4.02K	Sell	46 -60	-57%	-$5.37K	﹤0.01%	863
2025 Q3	$9.69K	Sell	106 -32	-23%	-$2.9K	﹤0.01%	519
2025 Q2	$13.7K	Hold	138	–	–	﹤0.01%	404
2025 Q1	$14.2K	Buy	138 +33	+31%	+$3.22K	0.01%	376
2024 Q4	$9.72K	Hold	105	–	–	﹤0.01%	483
2024 Q3	$10.9K	Hold	105	–	–	﹤0.01%	431
2024 Q2	$10.1K	Hold	105	–	–	﹤0.01%	438
2024 Q1	$10.4K	Hold	105	–	–	﹤0.01%	401
2023 Q4	$9.39K	Buy	+105	New	+$8.73K	﹤0.01%	422

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Private Wealth Management Group's OTIS Position: Q2 2026 in Review

Private Wealth Management Group reduced its Otis Worldwide (OTIS) stake by 57% in Q2 2026, selling an estimated $1.94K and leaving 20 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Private Wealth Management Group first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.2K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Private Wealth Management Group held 20 shares of Otis Worldwide worth $1.43K as of Q2 2026.
Private Wealth Management Group sold 26 Otis Worldwide shares in Q2 2026, an estimated $1.94K.
Otis Worldwide made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1232 holding.
Private Wealth Management Group first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Otis Worldwide position peaked at $14.2K in Q1 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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