Pring Turner Capital Group’s Otis Worldwide OTIS Stock Holding History

Pring Turner Capital 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	$662K	Hold	7,575	–	–	0.4%	45
2025 Q4	$662K	Hold	7,575	–	–	0.41%	45
2025 Q3	$693K	Hold	7,575	–	–	0.42%	43
2025 Q2	$750K	Hold	7,575	–	–	0.48%	40
2025 Q1	$782K	Hold	7,575	–	–	0.49%	40
2024 Q4	$702K	Hold	7,575	–	–	0.47%	41
2024 Q3	$787K	Hold	7,575	–	–	0.5%	43
2024 Q2	$729K	Hold	7,575	–	–	0.51%	40
2024 Q1	$752K	Hold	7,575	–	–	0.55%	40
2023 Q4	$678K	Hold	7,575	–	–	0.52%	42
2023 Q3	$608K	Hold	7,575	–	–	0.51%	41
2023 Q2	$674K	Hold	7,575	–	–	0.62%	40
2023 Q1	$639K	Hold	7,575	–	–	0.63%	40
2022 Q4	$593K	Buy	+7,575	New	+$559K	0.65%	39
2022 Q3	–	Sell	-3,075	Closed	-$217K	–	58
2022 Q2	$217K	Sell	3,075 -4,500	-59%	-$331K	0.21%	51
2022 Q1	$583K	Buy	7,575 +4,500	+146%	+$360K	0.45%	44
2021 Q4	$268K	Buy	+3,075	New	+$257K	0.24%	53

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pring Turner Capital Group's OTIS Position: Q1 2026 in Review

Pring Turner Capital Group held its Otis Worldwide (OTIS) position steady in Q1 2026 at 7,575 shares worth $662K. The position accounts for 0.4% of the portfolio, ranked #45.

Pring Turner Capital Group first reported a position in OTIS in Q4 2021 and has held it in 17 quarters since. The position peaked at $787K in Q3 2024. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Pring Turner Capital Group held 7,575 shares of Otis Worldwide worth $662K as of Q1 2026.
Pring Turner Capital Group left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.4% of Pring Turner Capital Group's portfolio in Q1 2026, its #45 holding.
Pring Turner Capital Group first reported a position in Otis Worldwide in Q4 2021 and has held it in 17 quarters since.
Pring Turner Capital Group's Otis Worldwide position peaked at $787K in Q3 2024.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Pring Turner Capital Group's 13F filing for Q1 2026, filed 13 May 2026.