Kelleher Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Kelleher Financial Advisors’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	$19.5K	Hold	253	–	–	﹤0.01%	475
2025 Q4	$22.1K	Hold	253	–	–	0.01%	500
2025 Q3	$23.1K	Buy	+253	New	+$23K	0.01%	420
2021 Q4	–	Sell	-800	Closed	-$66K	–	139
2021 Q3	$66K	Buy	+800	New	+$70.3K	0.03%	144
2021 Q2	–	Sell	-800	Closed	-$55K	–	133
2021 Q1	$55K	Hold	800	–	–	0.04%	113
2020 Q4	$54K	Hold	800	–	–	0.04%	101
2020 Q3	$49K	Hold	800	–	–	0.04%	99
2020 Q2	$45K	Buy	+800	New	+$41.4K	0.04%	101

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kelleher Financial Advisors's OTIS Position: Q1 2026 in Review

Kelleher Financial Advisors held its Otis Worldwide (OTIS) position steady in Q1 2026 at 253 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Kelleher Financial Advisors first reported a position in OTIS in Q2 2020 and has held it in 8 quarters since. The position peaked at $66K in Q3 2021. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Kelleher Financial Advisors held 253 shares of Otis Worldwide worth $19.5K as of Q1 2026.
Kelleher Financial Advisors left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #475 holding.
Kelleher Financial Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 8 quarters since.
Kelleher Financial Advisors's Otis Worldwide position peaked at $66K in Q3 2021.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.