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 Q2	$36.2K	Buy	506 +253	+100%	+$18.9K	0.01%	477
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Kelleher Financial Advisors's OTIS Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Otis Worldwide (OTIS) stake by 100% in Q2 2026, buying an estimated $18.9K and bringing the position to 506 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #477.

Kelleher Financial Advisors first reported a position in OTIS in Q2 2020 and has held it in 9 quarters since. The position peaked at $66K in Q3 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Kelleher Financial Advisors held 506 shares of Otis Worldwide worth $36.2K as of Q2 2026.
Kelleher Financial Advisors bought 253 Otis Worldwide shares in Q2 2026, an estimated $18.9K.
Otis Worldwide made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #477 holding.
Kelleher Financial Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 9 quarters since.
Kelleher Financial Advisors's Otis Worldwide position peaked at $66K in Q3 2021.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.