Silicon Valley Capital Partners’s Otis Worldwide OTIS Stock Holding History

Silicon Valley 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 Q1	$175K	Hold	2,272	–	–	0.02%	102
2025 Q4	$198K	Hold	2,272	–	–	0.02%	88
2025 Q3	$208K	Hold	2,272	–	–	0.02%	87
2025 Q2	$225K	Hold	2,272	–	–	0.02%	81
2025 Q1	$232K	Buy	+2,272	New	+$222K	0.03%	73
2023 Q3	–	Sell	-2,272	Closed	-$194K	–	329
2023 Q2	$202K	Hold	2,272	–	–	0.04%	68
2023 Q1	$192K	Hold	2,272	–	–	0.04%	70
2022 Q4	$178K	Buy	+2,272	New	+$168K	0.04%	73

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Silicon Valley Capital Partners's OTIS Position: Q1 2026 in Review

Silicon Valley Capital Partners held its Otis Worldwide (OTIS) position steady in Q1 2026 at 2,272 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #102.

Silicon Valley Capital Partners first reported a position in OTIS in Q4 2022 and has held it in 8 quarters since. The position peaked at $232K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Silicon Valley Capital Partners held 2,272 shares of Otis Worldwide worth $175K as of Q1 2026.
Silicon Valley Capital Partners left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.02% of Silicon Valley Capital Partners's portfolio in Q1 2026, its #102 holding.
Silicon Valley Capital Partners first reported a position in Otis Worldwide in Q4 2022 and has held it in 8 quarters since.
Silicon Valley Capital Partners's Otis Worldwide position peaked at $232K in Q1 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.