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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
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
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

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

Kathmere Capital Management increased its Otis Worldwide (OTIS) stake by 53% in Q1 2026, buying an estimated $115K and bringing the position to 3,775 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #475.

Kathmere Capital Management first reported a position in OTIS in Q3 2020 and has held it in 4 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Kathmere Capital Management held 3,775 shares of Otis Worldwide worth $291K as of Q1 2026.
  • Kathmere Capital Management bought 1,311 Otis Worldwide shares in Q1 2026, an estimated $115K.
  • Otis Worldwide made up 0.02% of Kathmere Capital Management's portfolio in Q1 2026, its #475 holding.
  • Kathmere Capital Management first reported a position in Otis Worldwide in Q3 2020 and has held it in 4 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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