PWMG
OTIS icon

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
Q2 		$21.8K Buy
304
+11
+4% +$822 ﹤0.01% 344
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Prestige Wealth Management Group's OTIS Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Otis Worldwide (OTIS) stake by 3.8% in Q2 2026, buying an estimated $822 and bringing the position to 304 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Prestige Wealth Management Group first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $37.1K in Q4 2022. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Prestige Wealth Management Group held 304 shares of Otis Worldwide worth $21.8K as of Q2 2026.
  • Prestige Wealth Management Group bought 11 Otis Worldwide shares in Q2 2026, an estimated $822.
  • Otis Worldwide made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #344 holding.
  • Prestige Wealth Management Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Prestige Wealth Management Group's Otis Worldwide position peaked at $37.1K in Q4 2022.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.