Kayne Anderson Rudnick Investment Management
OTIS icon

Kayne Anderson Rudnick Investment Management’s Otis Worldwide OTIS Stock Holding History

Kayne Anderson Rudnick Investment 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 		$6.09K Sell
79
-7
-8% -$612 ﹤0.01% 721
2025
Q4 		$7.51K Hold
86
– – ﹤0.01% 719
2025
Q3 		$7.86K Sell
86
-10
-10% -$908 ﹤0.01% 732
2025
Q2 		$9.51K Buy
96
+4
+4% +$386 ﹤0.01% 722
2025
Q1 		$9.49K Sell
92
-47
-34% -$4.59K ﹤0.01% 690
2024
Q4 		$12.9K Buy
139
+39
+39% +$3.91K ﹤0.01% 663
2024
Q3 		$10.4K Buy
100
+6
+6% +$572 ﹤0.01% 672
2024
Q2 		$9.05K Hold
94
– – ﹤0.01% 641
2024
Q1 		$9.33K Hold
94
– – ﹤0.01% 636
2023
Q4 		$8.41K Buy
94
+7
+8% +$582 ﹤0.01% 626
2023
Q3 		$6.99K Hold
87
– – ﹤0.01% 604
2023
Q2 		$7.74K Buy
87
+8
+10% +$674 ﹤0.01% 596
2023
Q1 		$6.67K Hold
79
– – ﹤0.01% 579
2022
Q4 		$6.19K Hold
79
– – ﹤0.01% 599
2022
Q3 		$5K Hold
79
– – ﹤0.01% 584
2022
Q2 		$6K Hold
79
– – ﹤0.01% 556
2022
Q1 		$6K Hold
79
– – ﹤0.01% 556
2021
Q4 		$7K Buy
+79
New +$6.61K ﹤0.01% 552
2021
Q1 		– Sell
-356
Closed -$24K – 682
2020
Q4 		$24K Buy
+356
New +$23.1K ﹤0.01% 471

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's OTIS Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Otis Worldwide (OTIS) stake by 8.1% in Q1 2026, selling an estimated $612 and leaving 79 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Kayne Anderson Rudnick Investment Management first reported a position in OTIS in Q4 2020 and has held it in 19 quarters since. The position peaked at $24K in Q4 2020. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 79 shares of Otis Worldwide worth $6.09K as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 7 Otis Worldwide shares in Q1 2026, an estimated $612.
  • Otis Worldwide made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #721 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Otis Worldwide in Q4 2020 and has held it in 19 quarters since.
  • Kayne Anderson Rudnick Investment Management's Otis Worldwide position peaked at $24K in Q4 2020.
  • 1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.