Trifecta Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Trifecta Capital 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	$358	Buy	+5	New	+$373	﹤0.01%	439
2025 Q4	–	Sell	-15	Closed	-$1.37K	–	395
2025 Q3	$1.37K	Hold	15	–	–	﹤0.01%	382
2025 Q2	$1.49K	Hold	15	–	–	﹤0.01%	380
2025 Q1	$1.55K	Hold	15	–	–	﹤0.01%	335
2024 Q4	$1.39K	Hold	15	–	–	﹤0.01%	343
2024 Q3	$1.56K	Hold	15	–	–	﹤0.01%	340
2024 Q2	$1.44K	Hold	15	–	–	﹤0.01%	347
2024 Q1	$1.49K	Hold	15	–	–	﹤0.01%	338
2023 Q4	$1.34K	Hold	15	–	–	﹤0.01%	371
2023 Q3	$1.21K	Hold	15	–	–	﹤0.01%	356
2023 Q2	$1.34K	Hold	15	–	–	﹤0.01%	352
2023 Q1	$1.27K	Hold	15	–	–	﹤0.01%	350
2022 Q4	$1.18K	Buy	+15	New	+$1.11K	﹤0.01%	363

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Trifecta Capital Advisors's OTIS Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Otis Worldwide (OTIS) in Q2 2026: 5 shares worth $358. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in OTIS as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in OTIS in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.56K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Trifecta Capital Advisors held 5 shares of Otis Worldwide worth $358 as of Q2 2026.
Otis Worldwide was a new Trifecta Capital Advisors position in Q2 2026.
Otis Worldwide made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #439 holding.
Trifecta Capital Advisors first reported a position in Otis Worldwide in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's Otis Worldwide position peaked at $1.56K in Q3 2024.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.