Parcion Private Wealth’s Otis Worldwide OTIS Stock Holding History

Parcion Private Wealth’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	$354K	Buy	+4,938	New	+$369K	0.02%	340
2026 Q1	–	Sell	-3,435	Closed	-$300K	–	472
2025 Q4	$300K	Sell	3,435 -217	-6%	-$19.4K	0.02%	325
2025 Q3	$334K	Buy	3,652 +1,241	+51%	+$113K	0.02%	260
2025 Q2	$239K	Buy	+2,411	New	+$233K	0.02%	266
2020 Q4	–	Sell	-7,544	Closed	-$476K	–	193
2020 Q3	$476K	Sell	7,544 -541	-7%	-$33.1K	0.07%	130
2020 Q2	$460K	Buy	+8,085	New	+$419K	0.08%	133

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 $3.37T AUM 44.26% 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

Parcion Private Wealth's OTIS Position: Q2 2026 in Review

Parcion Private Wealth opened a new position in Otis Worldwide (OTIS) in Q2 2026: 4,938 shares worth $354K. The stake represents 0.02% of the portfolio and ranks #340 among its holdings. This is a return to the name: Parcion Private Wealth previously reported a position in OTIS as recently as Q4 2025.

Parcion Private Wealth first reported a position in OTIS in Q2 2020 and has held it in 6 quarters since. The position peaked at $476K in Q3 2020. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Parcion Private Wealth held 4,938 shares of Otis Worldwide worth $354K as of Q2 2026.
Otis Worldwide was a new Parcion Private Wealth position in Q2 2026.
Otis Worldwide made up 0.02% of Parcion Private Wealth's portfolio in Q2 2026, its #340 holding.
Parcion Private Wealth first reported a position in Otis Worldwide in Q2 2020 and has held it in 6 quarters since.
Parcion Private Wealth's Otis Worldwide position peaked at $476K in Q3 2020.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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