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Prudential plc’s Otis Worldwide OTIS Stock Holding History

Prudential plc’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 		$645K Sell
9,002
-42,231
-82% -$3.15M ﹤0.01% 564
2026
Q1 		$3.95M Sell
51,233
-5,778
-10% -$506K 0.02% 310
2025
Q4 		$4.98M Hold
57,011
– – 0.04% 287
2025
Q3 		$5.21M Buy
57,011
+9,124
+19% +$828K 0.04% 283
2025
Q2 		$4.74M Buy
47,887
+40,778
+574% +$3.94M 0.03% 282
2025
Q1 		$734K Sell
7,109
-6,359
-47% -$621K ﹤0.01% 540
2024
Q4 		$1.25M Buy
13,468
+6,359
+89% +$638K 0.01% 475
2024
Q3 		$739K Sell
7,109
-24,406
-77% -$2.33M ﹤0.01% 573
2024
Q2 		$3.03M Buy
31,515
+13,696
+77% +$1.32M 0.02% 329
2024
Q1 		$1.77M Buy
17,819
+740
+4% +$68.4K 0.01% 419
2023
Q4 		$1.53M Sell
17,079
-89
-0.5% -$7.4K 0.02% 472
2023
Q3 		$1.38M Buy
17,168
+1,959
+13% +$168K 0.02% 464
2023
Q2 		$1.35M Sell
15,209
-14
-0.1% -$1.18K 0.02% 489
2023
Q1 		$1.28M Buy
15,223
+12
+0.1% +$993 0.02% 484
2022
Q4 		$1.19M Buy
15,211
+8,363
+122% +$617K 0.02% 492
2022
Q3 		$437K Buy
6,848
+713
+12% +$52.2K 0.01% 621
2022
Q2 		$434K Sell
6,135
-33,246
-84% -$2.45M 0.01% 585
2022
Q1 		$3.03M Sell
39,381
-10,991
-22% -$878K 0.04% 243
2021
Q4 		$4.39M Buy
50,372
+8,720
+21% +$730K 0.06% 142
2021
Q3 		$3.43M Sell
41,652
-107,081
-72% -$9.42M 0.05% 165
2021
Q2 		$12.2M Sell
148,733
-183,826
-55% -$14.1M 0.11% 129
2021
Q1 		$22.8M Sell
332,559
-13,438
-4% -$878K 0.16% 133
2020
Q4 		$23.4M Sell
345,997
-87,175
-20% -$5.66M 0.12% 191
2020
Q3 		$27M Buy
433,172
+20,484
+5% +$1.25M 0.13% 184
2020
Q2 		$23.5M Buy
+412,688
New +$21.4M 0.11% 173

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 plc's OTIS Position: Q2 2026 in Review

Prudential plc reduced its Otis Worldwide (OTIS) stake by 82% in Q2 2026, selling an estimated $3.15M and leaving 9,002 shares worth $645K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Prudential plc first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $27M in Q3 2020. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Prudential plc held 9,002 shares of Otis Worldwide worth $645K as of Q2 2026.
  • Prudential plc sold 42,231 Otis Worldwide shares in Q2 2026, an estimated $3.15M.
  • Otis Worldwide made up ﹤0.01% of Prudential plc's portfolio in Q2 2026, its #564 holding.
  • Prudential plc first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Prudential plc's Otis Worldwide position peaked at $27M in Q3 2020.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Prudential plc's 13F filing for Q2 2026, filed 14 Aug 2026.