Parcion Private Wealth
OTIS icon

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
Q3 		– Sell
-4,938
Closed -$354K – 596
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

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Parcion Private Wealth's OTIS Position: Q3 2026 in Review

Parcion Private Wealth sold out of Otis Worldwide (OTIS) in Q3 2026, closing a stake of 4,938 shares — an estimated $354K sold.

Parcion Private Wealth first reported a position in OTIS in Q2 2020 and held it in 6 quarters. The position peaked at $476K in Q3 2020. 676 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Parcion Private Wealth reported no remaining Otis Worldwide position as of Q3 2026 after selling out during the quarter.
  • Parcion Private Wealth sold 4,938 Otis Worldwide shares in Q3 2026, an estimated $354K.
  • Parcion Private Wealth first reported a position in Otis Worldwide in Q2 2020 and held it in 6 quarters.
  • Parcion Private Wealth's Otis Worldwide position peaked at $476K in Q3 2020.
  • 676 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.