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 Q2	$559K	Hold	7,575	–	–	0.32%	45
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 $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

Pring Turner Capital Group's OTIS Position: Q2 2026 in Review

Pring Turner Capital Group held its Otis Worldwide (OTIS) position steady in Q2 2026 at 7,575 shares worth $559K. The position accounts for 0.32% of the portfolio, ranked #45.

Pring Turner Capital Group first reported a position in OTIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $787K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Pring Turner Capital Group held 7,575 shares of Otis Worldwide worth $559K as of Q2 2026.
Pring Turner Capital Group left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.32% of Pring Turner Capital Group's portfolio in Q2 2026, its #45 holding.
Pring Turner Capital Group first reported a position in Otis Worldwide in Q4 2021 and has held it in 18 quarters since.
Pring Turner Capital Group's Otis Worldwide position peaked at $787K in Q3 2024.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Pring Turner Capital Group's 13F filing for Q2 2026, filed 10 Aug 2026.