Kathmere Capital Management’s Otis Worldwide OTIS Stock Holding History

Kathmere 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 Q2	$380K	Buy	5,301 +1,526	+40%	+$114K	0.02%	467
2026 Q1	$291K	Buy	3,775 +1,311	+53%	+$115K	0.02%	475
2025 Q4	$215K	Buy	+2,464	New	+$220K	0.01%	510
2021 Q1	–	Sell	-200	Closed	-$14K	–	315
2020 Q4	$14K	Hold	200	–	–	﹤0.01%	300
2020 Q3	$12K	Buy	+200	New	+$12.2K	﹤0.01%	291

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Kathmere Capital Management's OTIS Position: Q2 2026 in Review

Kathmere Capital Management increased its Otis Worldwide (OTIS) stake by 40% in Q2 2026, buying an estimated $114K and bringing the position to 5,301 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #467.

Kathmere Capital Management first reported a position in OTIS in Q3 2020 and has held it in 5 quarters since. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Kathmere Capital Management held 5,301 shares of Otis Worldwide worth $380K as of Q2 2026.
Kathmere Capital Management bought 1,526 Otis Worldwide shares in Q2 2026, an estimated $114K.
Otis Worldwide made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #467 holding.
Kathmere Capital Management first reported a position in Otis Worldwide in Q3 2020 and has held it in 5 quarters since.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.