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Keating Financial Advisory Services’s Otis Worldwide OTIS Stock Holding History

Keating Financial Advisory Services’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 		$29.4K Buy
410
+36
+10% +$2.69K ﹤0.01% 848
2026
Q1 		$28.8K Sell
374
-25
-6% -$2.19K ﹤0.01% 775
2025
Q4 		$34.9K Buy
+399
New +$35.7K ﹤0.01% 749

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 $3.38T AUM 44.17% 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

Keating Financial Advisory Services's OTIS Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Otis Worldwide (OTIS) stake by 9.6% in Q2 2026, buying an estimated $2.69K and bringing the position to 410 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Keating Financial Advisory Services first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.9K in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Keating Financial Advisory Services held 410 shares of Otis Worldwide worth $29.4K as of Q2 2026.
  • Keating Financial Advisory Services bought 36 Otis Worldwide shares in Q2 2026, an estimated $2.69K.
  • Otis Worldwide made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #848 holding.
  • Keating Financial Advisory Services first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Otis Worldwide position peaked at $34.9K in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.