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Profund Advisors’s Otis Worldwide OTIS Stock Holding History

Profund 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
Q1 		$282K Buy
3,654
+138
+4% +$12.1K 0.01% 790
2025
Q4 		$307K Sell
3,516
-603
-15% -$53.9K 0.01% 854
2025
Q3 		$377K Sell
4,119
-313
-7% -$28.4K 0.01% 634
2025
Q2 		$439K Buy
4,432
+413
+10% +$39.9K 0.02% 507
2025
Q1 		$415K Sell
4,019
-218
-5% -$21.3K 0.02% 539
2024
Q4 		$392K Sell
4,237
-680
-14% -$68.2K 0.01% 637
2024
Q3 		$511K Sell
4,917
-1,583
-24% -$151K 0.02% 522
2024
Q2 		$626K Sell
6,500
-110
-2% -$10.6K 0.02% 424
2024
Q1 		$656K Buy
6,610
+1,088
+20% +$101K 0.03% 481
2023
Q4 		$494K Buy
5,522
+814
+17% +$67.7K 0.02% 522
2023
Q3 		$378K Sell
4,708
-100
-2% -$8.55K 0.02% 552
2023
Q2 		$428K Buy
4,808
+375
+8% +$31.6K 0.02% 559
2023
Q1 		$374K Sell
4,433
-200
-4% -$16.6K 0.02% 617
2022
Q4 		$363K Buy
4,633
+834
+22% +$61.6K 0.02% 544
2022
Q3 		$242K Buy
3,799
+45
+1% +$3.29K 0.02% 706
2022
Q2 		$265K Sell
3,754
-1,236
-25% -$91K 0.02% 725
2022
Q1 		$384K Sell
4,990
-904
-15% -$72.3K 0.02% 747
2021
Q4 		$513K Sell
5,894
-220
-4% -$18.4K 0.02% 595
2021
Q3 		$503K Buy
6,114
+365
+6% +$32.1K 0.02% 625
2021
Q2 		$471K Buy
5,749
+171
+3% +$13.2K 0.02% 718
2021
Q1 		$382K Buy
5,578
+26
+0.5% +$1.7K 0.01% 774
2020
Q4 		$375K Buy
5,552
+19
+0.3% +$1.23K 0.02% 695
2020
Q3 		$345K Sell
5,533
-30
-0.5% -$1.83K 0.02% 604
2020
Q2 		$316K Buy
+5,563
New +$288K 0.02% 573

Other funds holding OTIS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Profund Advisors's OTIS Position: Q1 2026 in Review

Profund Advisors increased its Otis Worldwide (OTIS) stake by 3.9% in Q1 2026, buying an estimated $12.1K and bringing the position to 3,654 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #790.

Profund Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $656K in Q1 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Profund Advisors held 3,654 shares of Otis Worldwide worth $282K as of Q1 2026.
  • Profund Advisors bought 138 Otis Worldwide shares in Q1 2026, an estimated $12.1K.
  • Otis Worldwide made up 0.01% of Profund Advisors's portfolio in Q1 2026, its #790 holding.
  • Profund Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Profund Advisors's Otis Worldwide position peaked at $656K in Q1 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Profund Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.