KCM
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Kanawha Capital Management’s Otis Worldwide OTIS Stock Holding History

Kanawha Capital Management’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 		$3.25M Sell
42,184
-1,415
-3% -$124K 0.23% 78
2025
Q4 		$3.81M Sell
43,599
-2,689
-6% -$241K 0.26% 76
2025
Q3 		$4.23M Sell
46,288
-1,492
-3% -$135K 0.29% 75
2025
Q2 		$4.73M Sell
47,780
-1,909
-4% -$184K 0.35% 69
2025
Q1 		$5.13M Buy
49,689
+369
+0.7% +$36K 0.4% 66
2024
Q4 		$4.57M Buy
49,320
+364
+0.7% +$36.5K 0.36% 70
2024
Q3 		$5.09M Sell
48,956
-297
-0.6% -$28.3K 0.37% 67
2024
Q2 		$4.74M Buy
49,253
+429
+0.9% +$41.3K 0.37% 67
2024
Q1 		$4.85M Buy
48,824
+1,160
+2% +$107K 0.39% 67
2023
Q4 		$4.26M Sell
47,664
-1,169
-2% -$97.2K 0.39% 65
2023
Q3 		$3.92M Sell
48,833
-328
-0.7% -$28.1K 0.38% 68
2023
Q2 		$4.38M Sell
49,161
-285
-0.6% -$24K 0.4% 65
2023
Q1 		$4.17M Sell
49,446
-118
-0.2% -$9.76K 0.4% 65
2022
Q4 		$3.88M Sell
49,564
-158
-0.3% -$11.7K 0.38% 67
2022
Q3 		$3.17M Sell
49,722
-323
-0.6% -$23.6K 0.35% 69
2022
Q2 		$3.54M Sell
50,045
-507
-1% -$37.3K 0.36% 68
2022
Q1 		$3.89M Sell
50,552
-1,028
-2% -$82.2K 0.34% 67
2021
Q4 		$4.49M Sell
51,580
-199
-0.4% -$16.7K 0.38% 65
2021
Q3 		$4.26M Sell
51,779
-765
-1% -$67.3K 0.39% 66
2021
Q2 		$4.3M Sell
52,544
-840
-2% -$64.7K 0.39% 66
2021
Q1 		$3.65M Sell
53,384
-3,529
-6% -$231K 0.36% 69
2020
Q4 		$3.84M Sell
56,913
-2,505
-4% -$163K 0.39% 66
2020
Q3 		$3.71M Sell
59,418
-3,275
-5% -$200K 0.43% 65
2020
Q2 		$3.56M Buy
+62,693
New +$3.25M 0.44% 58

Other funds holding OTIS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kanawha Capital Management's OTIS Position: Q1 2026 in Review

Kanawha Capital Management reduced its Otis Worldwide (OTIS) stake by 3.2% in Q1 2026, selling an estimated $124K and leaving 42,184 shares worth $3.25M. The position accounts for 0.23% of the portfolio, ranked #78.

Kanawha Capital Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.13M in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Kanawha Capital Management held 42,184 shares of Otis Worldwide worth $3.25M as of Q1 2026.
  • Kanawha Capital Management sold 1,415 Otis Worldwide shares in Q1 2026, an estimated $124K.
  • Otis Worldwide made up 0.23% of Kanawha Capital Management's portfolio in Q1 2026, its #78 holding.
  • Kanawha Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Kanawha Capital Management's Otis Worldwide position peaked at $5.13M in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.