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Proficio Capital Partners’s Otis Worldwide OTIS Stock Holding History

Proficio Capital Partners’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 		$223K Buy
+3,118
New +$233K 0.01% 618
2025
Q3 		– Sell
-2,392
Closed -$237K – 369
2025
Q2 		$237K Buy
2,392
+273
+13% +$26.4K 0.01% 376
2025
Q1 		$219K Buy
+2,119
New +$207K 0.02% 352

Other funds holding OTIS

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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

Proficio Capital Partners's OTIS Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Otis Worldwide (OTIS) in Q2 2026: 3,118 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in OTIS as recently as Q2 2025.

Proficio Capital Partners first reported a position in OTIS in Q1 2025 and has held it in 3 quarters since. The position peaked at $237K in Q2 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Proficio Capital Partners held 3,118 shares of Otis Worldwide worth $223K as of Q2 2026.
  • Otis Worldwide was a new Proficio Capital Partners position in Q2 2026.
  • Otis Worldwide made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #618 holding.
  • Proficio Capital Partners first reported a position in Otis Worldwide in Q1 2025 and has held it in 3 quarters since.
  • Proficio Capital Partners's Otis Worldwide position peaked at $237K in Q2 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.