Procyon Advisors
OTIS icon

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
Q3 		$2.95M Buy
45,929
+6,810
+17% +$484K 0.12% 162
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Procyon Advisors's OTIS Position: Q3 2026 in Review

Procyon Advisors increased its Otis Worldwide (OTIS) stake by 17% in Q3 2026, buying an estimated $484K and bringing the position to 45,929 shares worth $2.95M. The position accounts for 0.12% of the portfolio, ranked #162.

Procyon Advisors first reported a position in OTIS in Q2 2020 and has held it in 12 quarters since. 369 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Procyon Advisors held 45,929 shares of Otis Worldwide worth $2.95M as of Q3 2026.
  • Procyon Advisors bought 6,810 Otis Worldwide shares in Q3 2026, an estimated $484K.
  • Otis Worldwide made up 0.12% of Procyon Advisors's portfolio in Q3 2026, its #162 holding.
  • Procyon Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 12 quarters since.
  • 369 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.