Prudential Financial
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Prudential Financial’s Otis Worldwide OTIS Stock Holding History

Prudential Financial’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 		$38.2M Buy
533,373
+308,905
+138% +$23.1M 0.04% 278
2026
Q1 		$17.3M Buy
224,468
+5,506
+3% +$482K 0.02% 444
2025
Q4 		$19.1M Sell
218,962
-7,896
-3% -$706K 0.02% 413
2025
Q3 		$20.7M Sell
226,858
-109,222
-32% -$9.91M 0.02% 407
2025
Q2 		$33.3M Buy
336,080
+120,316
+56% +$11.6M 0.04% 303
2025
Q1 		$22.3M Sell
215,764
-1,777
-0.8% -$174K 0.03% 366
2024
Q4 		$20.1M Sell
217,541
-84,350
-28% -$8.46M 0.03% 388
2024
Q3 		$31.4M Buy
301,891
+18,388
+6% +$1.75M 0.04% 328
2024
Q2 		$27.3M Sell
283,503
-104,293
-27% -$10.1M 0.04% 332
2024
Q1 		$38.5M Buy
387,796
+55,995
+17% +$5.18M 0.05% 287
2023
Q4 		$29.4M Sell
331,801
-57,360
-15% -$4.77M 0.04% 335
2023
Q3 		$31.3M Buy
389,161
+9,472
+2% +$810K 0.05% 330
2023
Q2 		$33.8M Sell
379,689
-14,906
-4% -$1.26M 0.05% 327
2023
Q1 		$30M Buy
394,595
+26,981
+7% +$2.23M 0.05% 342
2022
Q4 		$28.8M Buy
367,614
+7,332
+2% +$541K 0.05% 344
2022
Q3 		$23.1M Sell
360,282
-4,862
-1% -$356K 0.04% 399
2022
Q2 		$25.6M Sell
365,144
-129,795
-26% -$9.56M 0.04% 385
2022
Q1 		$38.1M Sell
494,939
-511,721
-51% -$40.9M 0.05% 337
2021
Q4 		$83.3M Sell
1,006,660
-5,393
-0.5% -$451K 0.1% 196
2021
Q3 		$85.6M Buy
1,012,053
+382,050
+61% +$33.6M 0.12% 181
2021
Q2 		$51.5M Buy
630,003
+256,703
+69% +$19.8M 0.07% 259
2021
Q1 		$25.6M Buy
373,300
+4,822
+1% +$315K 0.04% 403
2020
Q4 		$24.9M Sell
368,478
-202,544
-35% -$13.1M 0.04% 380
2020
Q3 		$35.6M Buy
571,022
+21,588
+4% +$1.32M 0.07% 258
2020
Q2 		$31.2M Buy
+549,434
New +$28.5M 0.06% 286

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
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

Prudential Financial's OTIS Position: Q2 2026 in Review

Prudential Financial increased its Otis Worldwide (OTIS) stake by 138% in Q2 2026, buying an estimated $23.1M and bringing the position to 533,373 shares worth $38.2M. The position accounts for 0.04% of the portfolio, ranked #278.

Prudential Financial first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $85.6M in Q3 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Prudential Financial held 533,373 shares of Otis Worldwide worth $38.2M as of Q2 2026.
  • Prudential Financial bought 308,905 Otis Worldwide shares in Q2 2026, an estimated $23.1M.
  • Otis Worldwide made up 0.04% of Prudential Financial's portfolio in Q2 2026, its #278 holding.
  • Prudential Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Prudential Financial's Otis Worldwide position peaked at $85.6M in Q3 2021.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Prudential Financial's 13F filing for Q2 2026, filed 12 Aug 2026.