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Prospera Financial Services’s Otis Worldwide OTIS Stock Holding History

Prospera Financial Services’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 		– Sell
-2,472
Closed -$216K – 1477
2025
Q4 		$216K Sell
2,472
-14
-0.6% -$1.25K ﹤0.01% 1263
2025
Q3 		$228K Sell
2,486
-65
-3% -$5.9K ﹤0.01% 1249
2025
Q2 		$253K Buy
2,551
+108
+4% +$10.4K ﹤0.01% 1171
2025
Q1 		$253K Hold
2,443
– – 0.01% 1050
2024
Q4 		$227K Sell
2,443
-29
-1% -$2.91K 0.01% 1039
2024
Q3 		$257K Sell
2,472
-179
-7% -$17.1K 0.01% 973
2024
Q2 		$256K Buy
2,651
+212
+9% +$20.4K 0.01% 979
2024
Q1 		$242K Sell
2,439
-209
-8% -$19.3K 0.01% 979
2023
Q4 		$237K Sell
2,648
-82
-3% -$6.82K 0.01% 935
2023
Q3 		$220K Sell
2,730
-27
-1% -$2.31K 0.01% 915
2023
Q2 		$246K Sell
2,757
-18
-0.6% -$1.52K 0.01% 882
2023
Q1 		$235K Sell
2,775
-77
-3% -$6.37K 0.01% 860
2022
Q4 		$223K Buy
+2,852
New +$211K 0.01% 810
2022
Q3 		– Sell
-2,420
Closed -$171K – 1368
2022
Q2 		$171K Sell
2,420
-78
-3% -$5.75K 0.01% 772
2022
Q1 		$192K Sell
2,498
-137
-5% -$10.9K 0.01% 897
2021
Q4 		$230K Sell
2,635
-48
-2% -$4.02K 0.01% 792
2021
Q3 		$221K Buy
+2,683
New +$236K 0.01% 740
2020
Q4 		– Sell
-179
Closed -$11K – 1287
2020
Q3 		$11K Buy
+179
New +$10.9K ﹤0.01% 1094

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Prospera Financial Services's OTIS Position: Q1 2026 in Review

Prospera Financial Services sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,472 shares — an estimated $216K sold.

Prospera Financial Services first reported a position in OTIS in Q3 2020 and held it in 18 quarters. The position peaked at $257K in Q3 2024. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Prospera Financial Services reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Prospera Financial Services sold 2,472 Otis Worldwide shares in Q1 2026, an estimated $216K.
  • Prospera Financial Services first reported a position in Otis Worldwide in Q3 2020 and held it in 18 quarters.
  • Prospera Financial Services's Otis Worldwide position peaked at $257K in Q3 2024.
  • 1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.