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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
Q2 		$486K Buy
6,784
+187
+3% +$14K 0.01% 859
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 $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 $3.38T AUM 44.17% 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

Caprock Group's OTIS Position: Q2 2026 in Review

Caprock Group increased its Otis Worldwide (OTIS) stake by 2.8% in Q2 2026, buying an estimated $14K and bringing the position to 6,784 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #859.

Caprock Group first reported a position in OTIS in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.7M in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Caprock Group held 6,784 shares of Otis Worldwide worth $486K as of Q2 2026.
  • Caprock Group bought 187 Otis Worldwide shares in Q2 2026, an estimated $14K.
  • Otis Worldwide made up 0.01% of Caprock Group's portfolio in Q2 2026, its #859 holding.
  • Caprock Group first reported a position in Otis Worldwide in Q4 2021 and has held it in 17 quarters since.
  • Caprock Group's Otis Worldwide position peaked at $1.7M in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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