Prelude Capital Management’s Otis Worldwide OTIS Stock Holding History

Prelude Capital Management’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	$417K	Buy	+5,818	New	+$435K	0.03%	605
2024 Q4	–	Sell	-2,182	Closed	-$227K	–	1455
2024 Q3	$227K	Buy	+2,182	New	+$208K	0.01%	1005
2024 Q1	–	Sell	-5,986	Closed	-$536K	–	1476
2023 Q4	$536K	Sell	5,986 -337	-5%	-$28K	0.04%	486
2023 Q3	$508K	Buy	6,323 +2,744	+77%	+$235K	0.03%	473
2023 Q2	$319K	Sell	3,579 -853	-19%	-$71.9K	0.02%	615
2023 Q1	$374K	Buy	+4,432	New	+$367K	0.02%	564
2022 Q4	–	Sell	-17,448	Closed	-$1.11M	–	1531
2022 Q3	$1.11M	Buy	17,448 +14,584	+509%	+$1.07M	0.04%	391
2022 Q2	$202K	Buy	+2,864	New	+$211K	0.01%	1288
2021 Q4	–	Sell	-8,233	Closed	-$677K	–	2176
2021 Q3	$677K	Buy	+8,233	New	+$724K	0.02%	744
2021 Q2	–	Sell	-18,530	Closed	-$1.27M	–	1872
2021 Q1	$1.27M	Buy	+18,530	New	+$1.21M	0.03%	520
2020 Q3	–	Sell	-580	Closed	-$33K	–	2211
2020 Q2	$33K	Buy	+580	New	+$30.1K	﹤0.01%	1269

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

Prelude Capital Management's OTIS Position: Q2 2026 in Review

Prelude Capital Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 5,818 shares worth $417K. The stake represents 0.03% of the portfolio and ranks #605 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in OTIS as recently as Q3 2024.

Prelude Capital Management first reported a position in OTIS in Q2 2020 and has held it in 11 quarters since. The position peaked at $1.27M in Q1 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Prelude Capital Management held 5,818 shares of Otis Worldwide worth $417K as of Q2 2026.
Otis Worldwide was a new Prelude Capital Management position in Q2 2026.
Otis Worldwide made up 0.03% of Prelude Capital Management's portfolio in Q2 2026, its #605 holding.
Prelude Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 11 quarters since.
Prelude Capital Management's Otis Worldwide position peaked at $1.27M in Q1 2021.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.