PrairieView Partners’s Otis Worldwide OTIS Stock Holding History

PrairieView 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
2025 Q2	$11K	Hold	113	–	–	﹤0.01%	287
2025 Q1	$11K	Hold	113	–	–	﹤0.01%	278
2024 Q4	$10K	Hold	113	–	–	﹤0.01%	287
2024 Q3	$11K	Hold	113	–	–	﹤0.01%	279
2024 Q2	$10K	Hold	113	–	–	﹤0.01%	294
2024 Q1	$12K	Hold	113	–	–	﹤0.01%	275
2023 Q4	$10K	Hold	113	–	–	﹤0.01%	274
2023 Q3	$9K	Hold	113	–	–	﹤0.01%	293
2023 Q2	$10K	Hold	113	–	–	﹤0.01%	321
2023 Q1	$9K	Hold	113	–	–	﹤0.01%	312
2022 Q4	$8K	Sell	113 -759	-87%	-$56K	﹤0.01%	338
2022 Q3	$56K	Hold	872	–	–	0.01%	167
2022 Q2	$62K	Hold	872	–	–	0.01%	171
2022 Q1	$67K	Sell	872 -127	-13%	-$10.2K	0.01%	172
2021 Q4	$87K	Buy	999 +127	+15%	+$10.6K	0.01%	163
2021 Q3	$72K	Hold	872	–	–	0.01%	148
2021 Q2	$71K	Hold	872	–	–	0.01%	146
2021 Q1	$60K	Hold	872	–	–	0.01%	154
2020 Q4	$59K	Hold	872	–	–	0.01%	142
2020 Q3	$54K	Buy	872 +1	+0.1%	+$61	0.01%	137
2020 Q2	$50K	Buy	+871	New	+$45.1K	0.01%	138

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

PrairieView Partners's OTIS Position: Q2 2025 in Review

PrairieView Partners held its Otis Worldwide (OTIS) position steady in Q2 2025 at 113 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

PrairieView Partners first reported a position in OTIS in Q2 2020 and has held it in 21 quarters since. The position peaked at $87K in Q4 2021. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

PrairieView Partners held 113 shares of Otis Worldwide worth $11K as of Q2 2025.
PrairieView Partners left its Otis Worldwide share count unchanged in Q2 2025.
Otis Worldwide made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #287 holding.
PrairieView Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 21 quarters since.
PrairieView Partners's Otis Worldwide position peaked at $87K in Q4 2021.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.