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Parsons Capital Management’s Otis Worldwide OTIS Stock Holding History

Parsons Capital Management’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 		$471K Buy
6,584
+109
+2% +$8.14K 0.02% 384
2026
Q1 		$499K Hold
6,475
– – 0.02% 350
2025
Q4 		$566K Buy
6,475
+1,239
+24% +$111K 0.03% 312
2025
Q3 		$479K Sell
5,236
-357
-6% -$32.4K 0.03% 318
2025
Q2 		$554K Sell
5,593
-6,664
-54% -$643K 0.03% 300
2025
Q1 		$1.26M Sell
12,257
-498
-4% -$48.7K 0.07% 224
2024
Q4 		$1.18M Sell
12,755
-336
-3% -$33.7K 0.06% 226
2024
Q3 		$1.36M Sell
13,091
-75
-0.6% -$7.15K 0.09% 199
2024
Q2 		$1.27M Sell
13,166
-32
-0.2% -$3.08K 0.09% 198
2024
Q1 		$1.31M Sell
13,198
-217
-2% -$20.1K 0.09% 198
2023
Q4 		$1.2M Sell
13,415
-128
-0.9% -$10.6K 0.09% 204
2023
Q3 		$1.09M Sell
13,543
-509
-4% -$43.5K 0.09% 201
2023
Q2 		$1.25M Sell
14,052
-1,320
-9% -$111K 0.1% 183
2023
Q1 		$1.3M Buy
15,372
+37
+0.2% +$3.06K 0.1% 179
2022
Q4 		$1.2M Buy
15,335
+766
+5% +$56.6K 0.1% 184
2022
Q3 		$929K Buy
14,569
+26
+0.2% +$1.9K 0.08% 205
2022
Q2 		$1.03M Sell
14,543
-935
-6% -$68.9K 0.09% 199
2022
Q1 		$1.19M Sell
15,478
-218
-1% -$17.4K 0.09% 199
2021
Q4 		$1.37M Sell
15,696
-1,716
-10% -$144K 0.1% 186
2021
Q3 		$1.43M Buy
17,412
+19
+0.1% +$1.67K 0.11% 176
2021
Q2 		$1.42M Sell
17,393
-167
-1% -$12.9K 0.11% 176
2021
Q1 		$1.2M Sell
17,560
-167
-0.9% -$10.9K 0.1% 188
2020
Q4 		$1.2M Sell
17,727
-518
-3% -$33.6K 0.1% 182
2020
Q3 		$1.14M Sell
18,245
-1,464
-7% -$89.5K 0.11% 167
2020
Q2 		$1.12M Buy
+19,709
New +$1.02M 0.12% 157

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 $3.37T AUM 44.26% 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

Parsons Capital Management's OTIS Position: Q2 2026 in Review

Parsons Capital Management increased its Otis Worldwide (OTIS) stake by 1.7% in Q2 2026, buying an estimated $8.14K and bringing the position to 6,584 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #384.

Parsons Capital Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.43M in Q3 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Parsons Capital Management held 6,584 shares of Otis Worldwide worth $471K as of Q2 2026.
  • Parsons Capital Management bought 109 Otis Worldwide shares in Q2 2026, an estimated $8.14K.
  • Otis Worldwide made up 0.02% of Parsons Capital Management's portfolio in Q2 2026, its #384 holding.
  • Parsons Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Parsons Capital Management's Otis Worldwide position peaked at $1.43M in Q3 2021.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.