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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
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 $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

Keating Financial Advisory Services's OTIS Position: Q1 2026 in Review

Keating Financial Advisory Services reduced its Otis Worldwide (OTIS) stake by 6.3% in Q1 2026, selling an estimated $2.19K and leaving 374 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Keating Financial Advisory Services first reported a position in OTIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $34.9K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Keating Financial Advisory Services held 374 shares of Otis Worldwide worth $28.8K as of Q1 2026.
  • Keating Financial Advisory Services sold 25 Otis Worldwide shares in Q1 2026, an estimated $2.19K.
  • Otis Worldwide made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #775 holding.
  • Keating Financial Advisory Services first reported a position in Otis Worldwide in Q4 2025 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's Otis Worldwide position peaked at $34.9K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.