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 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 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 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Prime Capital Investment Advisors's OTIS Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its Otis Worldwide (OTIS) stake by 8.5% in Q1 2026, selling an estimated $34K and leaving 4,196 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Prime Capital Investment Advisors first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. The position peaked at $573K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Prime Capital Investment Advisors held 4,196 shares of Otis Worldwide worth $323K as of Q1 2026.
Prime Capital Investment Advisors sold 389 Otis Worldwide shares in Q1 2026, an estimated $34K.
Otis Worldwide made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #809 holding.
Prime Capital Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
Prime Capital Investment Advisors's Otis Worldwide position peaked at $573K in Q1 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.