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Kerntke Otto McGlone Wealth Management Group’s Otis Worldwide OTIS Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		– Sell
-2,765
Closed -$213K – 99
2026
Q1 		$213K Hold
2,765
– – 0.15% 83
2025
Q4 		$242K Hold
2,765
– – 0.17% 74
2025
Q3 		$253K Hold
2,765
– – 0.19% 70
2025
Q2 		$274K Hold
2,765
– – 0.22% 69
2025
Q1 		$285K Hold
2,765
– – 0.25% 60
2024
Q4 		$256K Hold
2,765
– – 0.19% 70
2024
Q3 		$287K Hold
2,765
– – 0.24% 60
2024
Q2 		$266K Hold
2,765
– – 0.25% 59
2024
Q1 		$274K Hold
2,765
– – 0.27% 56
2023
Q4 		$247K Sell
2,765
-4
-0.1% -$333 0.25% 58
2023
Q3 		$222K Hold
2,769
– – 0.23% 58
2023
Q2 		$246K Buy
2,769
+4
+0.1% +$337 0.24% 57
2023
Q1 		$233K Hold
2,765
– – 0.24% 56
2022
Q4 		$217K Buy
+2,765
New +$204K 0.25% 59
2022
Q1 		– Sell
-2,765
Closed -$241K – 57
2021
Q4 		$241K Buy
+2,765
New +$231K 0.29% 57
2021
Q3 		– Sell
-2,765
Closed -$226K – 103
2021
Q2 		$226K Buy
+2,765
New +$213K 0.09% 118

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's OTIS Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,765 shares — an estimated $213K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in OTIS in Q2 2021 and held it in 16 quarters. The position peaked at $287K in Q3 2024. 283 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 2,765 Otis Worldwide shares in Q2 2026, an estimated $213K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Otis Worldwide in Q2 2021 and held it in 16 quarters.
  • Kerntke Otto McGlone Wealth Management Group's Otis Worldwide position peaked at $287K in Q3 2024.
  • 283 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.