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Procyon Advisors’s Otis Worldwide OTIS Stock Holding History

Procyon Advisors’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 		$2.8M Buy
39,119
+997
+3% +$74.5K 0.12% 156
2026
Q1 		$2.94M Buy
38,122
+5,265
+16% +$461K 0.14% 140
2025
Q4 		$2.87M Buy
32,857
+17,912
+120% +$1.6M 0.14% 134
2025
Q3 		$1.37M Buy
14,945
+6,478
+77% +$588K 0.08% 198
2025
Q2 		$838K Sell
8,467
-61
-0.7% -$5.89K 0.08% 205
2025
Q1 		$880K Buy
8,528
+6,360
+293% +$621K 0.05% 277
2024
Q4 		$201K Sell
2,168
-10
-0.5% -$1K 0.01% 532
2024
Q3 		$226K Hold
2,178
– – 0.02% 504
2024
Q2 		$210K Sell
2,178
-11
-0.5% -$1.06K 0.02% 493
2024
Q1 		$217K Buy
+2,189
New +$202K 0.02% 477
2020
Q3 		– Sell
-724
Closed -$41K – 780
2020
Q2 		$41K Buy
+724
New +$37.5K 0.02% 417

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Procyon Advisors's OTIS Position: Q2 2026 in Review

Procyon Advisors increased its Otis Worldwide (OTIS) stake by 2.6% in Q2 2026, buying an estimated $74.5K and bringing the position to 39,119 shares worth $2.8M. The position accounts for 0.12% of the portfolio, ranked #156.

Procyon Advisors first reported a position in OTIS in Q2 2020 and has held it in 11 quarters since. The position peaked at $2.94M in Q1 2026. 315 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Procyon Advisors held 39,119 shares of Otis Worldwide worth $2.8M as of Q2 2026.
  • Procyon Advisors bought 997 Otis Worldwide shares in Q2 2026, an estimated $74.5K.
  • Otis Worldwide made up 0.12% of Procyon Advisors's portfolio in Q2 2026, its #156 holding.
  • Procyon Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 11 quarters since.
  • Procyon Advisors's Otis Worldwide position peaked at $2.94M in Q1 2026.
  • 315 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.