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Caprock Group’s Otis Worldwide OTIS Stock Holding History

Caprock 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
Q1 		$508K Buy
+6,597
New +$577K 0.01% 742
2025
Q4 		– Sell
-11,304
Closed -$982K – 1277
2025
Q3 		$982K Buy
+11,304
New +$1.03M 0.02% 574
2025
Q1 		$1.7M Buy
16,505
+7,310
+79% +$714K 0.05% 335
2024
Q4 		$852K Buy
9,195
+4,534
+97% +$455K 0.03% 465
2024
Q3 		$484K Sell
4,661
-1,118
-19% -$107K 0.02% 581
2024
Q2 		$556K Buy
5,779
+2,901
+101% +$280K 0.02% 510
2024
Q1 		$286K Sell
2,878
-1,809
-39% -$167K 0.02% 577
2023
Q4 		$419K Sell
4,687
-599
-11% -$49.8K 0.03% 437
2023
Q3 		$425K Sell
5,286
-125
-2% -$10.7K 0.03% 397
2023
Q2 		$482K Buy
5,411
+1,950
+56% +$164K 0.04% 375
2023
Q1 		$292K Sell
3,461
-132
-4% -$10.9K 0.02% 500
2022
Q4 		$281K Sell
3,593
-60
-2% -$4.43K 0.03% 413
2022
Q3 		$233K Sell
3,653
-221
-6% -$16.2K 0.02% 476
2022
Q2 		$274K Sell
3,874
-499
-11% -$36.8K 0.03% 412
2022
Q1 		$337K Buy
4,373
+846
+24% +$67.6K 0.03% 382
2021
Q4 		$307K Buy
+3,527
New +$295K 0.03% 413

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

Caprock Group's OTIS Position: Q1 2026 in Review

Caprock Group opened a new position in Otis Worldwide (OTIS) in Q1 2026: 6,597 shares worth $508K. The stake represents 0.01% of the portfolio and ranks #742 among its holdings. This is a return to the name: Caprock Group previously reported a position in OTIS as recently as Q3 2025.

Caprock Group first reported a position in OTIS in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.7M in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Caprock Group held 6,597 shares of Otis Worldwide worth $508K as of Q1 2026.
  • Otis Worldwide was a new Caprock Group position in Q1 2026.
  • Otis Worldwide made up 0.01% of Caprock Group's portfolio in Q1 2026, its #742 holding.
  • Caprock Group first reported a position in Otis Worldwide in Q4 2021 and has held it in 16 quarters since.
  • Caprock Group's Otis Worldwide position peaked at $1.7M in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.