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Prestige Wealth Management Group’s Otis Worldwide OTIS Stock Holding History

Prestige Wealth Management Group’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 		$22.6K Sell
293
-29
-9% -$2.54K ﹤0.01% 326
2025
Q4 		$28.1K Hold
322
– – 0.01% 317
2025
Q3 		$29.4K Hold
322
– – 0.01% 324
2025
Q2 		$31.9K Hold
322
– – 0.01% 306
2025
Q1 		$33.2K Hold
322
– – 0.01% 299
2024
Q4 		$29.8K Hold
322
– – 0.01% 312
2024
Q3 		$33.5K Hold
322
– – 0.01% 286
2024
Q2 		$31K Sell
322
-23
-7% -$2.22K 0.01% 273
2024
Q1 		$34.2K Sell
345
-41
-11% -$3.79K 0.01% 286
2023
Q4 		$34.5K Hold
386
– – 0.01% 284
2023
Q3 		$31K Hold
386
– – 0.01% 281
2023
Q2 		$34.4K Hold
386
– – 0.01% 299
2023
Q1 		$32.6K Sell
386
-88
-19% -$7.28K 0.01% 275
2022
Q4 		$37.1K Buy
474
+88
+23% +$6.5K 0.01% 285
2022
Q3 		$25K Buy
386
+39
+11% +$2.85K 0.01% 290
2022
Q2 		$24K Hold
347
– – 0.01% 305
2022
Q1 		$27K Sell
347
-1
-0.3% -$80 0.01% 302
2021
Q4 		$31K Hold
348
– – 0.01% 309
2021
Q3 		$28K Buy
348
+24
+7% +$2.11K 0.01% 321
2021
Q2 		$26K Sell
324
-25
-7% -$1.92K 0.01% 322
2021
Q1 		$24K Buy
349
+7
+2% +$458 0.01% 332
2020
Q4 		$23K Buy
342
+5
+1% +$324 0.01% 333
2020
Q3 		$21K Hold
337
– – 0.01% 340
2020
Q2 		$19K Buy
+337
New +$17.5K 0.01% 344

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

Prestige Wealth Management Group's OTIS Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Otis Worldwide (OTIS) stake by 9% in Q1 2026, selling an estimated $2.54K and leaving 293 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Prestige Wealth Management Group first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $37.1K in Q4 2022. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Prestige Wealth Management Group held 293 shares of Otis Worldwide worth $22.6K as of Q1 2026.
  • Prestige Wealth Management Group sold 29 Otis Worldwide shares in Q1 2026, an estimated $2.54K.
  • Otis Worldwide made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #326 holding.
  • Prestige Wealth Management Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Prestige Wealth Management Group's Otis Worldwide position peaked at $37.1K in Q4 2022.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.