Prime Capital Investment Advisors
OTIS icon

Prime Capital Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Prime Capital Investment 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 		$294K Sell
4,111
-85
-2% -$6.35K ﹤0.01% 871
2026
Q1 		$323K Sell
4,196
-389
-8% -$34K ﹤0.01% 809
2025
Q4 		$401K Sell
4,585
-438
-9% -$39.2K ﹤0.01% 718
2025
Q3 		$459K Sell
5,023
-269
-5% -$24.4K 0.01% 666
2025
Q2 		$524K Sell
5,292
-260
-5% -$25.1K 0.01% 609
2025
Q1 		$573K Buy
5,552
+632
+13% +$61.7K 0.01% 636
2024
Q4 		$456K Buy
4,920
+61
+1% +$6.12K 0.01% 590
2024
Q3 		$505K Sell
4,859
-198
-4% -$18.9K 0.01% 586
2024
Q2 		$487K Buy
5,057
+309
+7% +$29.8K 0.01% 585
2024
Q1 		$471K Buy
4,748
+227
+5% +$21K 0.01% 636
2023
Q4 		$405K Buy
+4,521
New +$376K 0.01% 636
2021
Q1 		– Sell
-665
Closed -$45K – 491
2020
Q4 		$45K Hold
665
– – ﹤0.01% 332
2020
Q3 		$42K Buy
665
+65
+11% +$3.98K ﹤0.01% 332
2020
Q2 		$34K Buy
+600
New +$31.1K ﹤0.01% 348

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

Prime Capital Investment Advisors's OTIS Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Otis Worldwide (OTIS) stake by 2% in Q2 2026, selling an estimated $6.35K and leaving 4,111 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Prime Capital Investment Advisors first reported a position in OTIS in Q2 2020 and has held it in 14 quarters since. The position peaked at $573K in Q1 2025. 1,233 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Prime Capital Investment Advisors held 4,111 shares of Otis Worldwide worth $294K as of Q2 2026.
  • Prime Capital Investment Advisors sold 85 Otis Worldwide shares in Q2 2026, an estimated $6.35K.
  • Otis Worldwide made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #871 holding.
  • Prime Capital Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 14 quarters since.
  • Prime Capital Investment Advisors's Otis Worldwide position peaked at $573K in Q1 2025.
  • 1,233 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.