Kestra Advisory Services
OTIS icon

Kestra Advisory Services’s Otis Worldwide OTIS Stock Holding History

Kestra 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
Q3 		$3.46M Buy
53,817
+21,902
+69% +$1.56M 0.01% 1104
2026
Q2 		$2.29M Buy
31,915
+8,097
+34% +$605K 0.01% 1255
2026
Q1 		$1.84M Sell
23,818
-363
-2% -$31.8K 0.01% 1356
2025
Q4 		$2.11M Buy
24,181
+4,625
+24% +$414K 0.01% 1176
2025
Q3 		$1.79M Buy
19,556
+665
+4% +$60.4K 0.01% 1219
2025
Q2 		$1.87M Buy
18,891
+483
+3% +$46.6K 0.01% 1113
2025
Q1 		$1.9M Buy
18,408
+335
+2% +$32.7K 0.01% 1012
2024
Q4 		$1.67M Sell
18,073
-738
-4% -$74K 0.01% 1098
2024
Q3 		$1.96M Sell
18,811
-1,246
-6% -$119K 0.01% 963
2024
Q2 		$1.93M Buy
20,057
+1,406
+8% +$135K 0.01% 974
2024
Q1 		$1.85M Sell
18,651
-176
-0.9% -$16.3K 0.01% 920
2023
Q4 		$1.68M Buy
18,827
+1,845
+11% +$153K 0.01% 875
2023
Q3 		$1.36M Sell
16,982
-64
-0.4% -$5.47K 0.01% 855
2023
Q2 		$1.52M Buy
17,046
+417
+3% +$35.1K 0.02% 790
2023
Q1 		$1.4M Sell
16,629
-6,173
-27% -$511K 0.02% 787
2022
Q4 		$1.79M Buy
22,802
+3,114
+16% +$230K 0.02% 797
2022
Q3 		$1.26M Sell
19,688
-2,188
-10% -$160K 0.01% 863
2022
Q2 		$1.55M Buy
21,876
+5,883
+37% +$433K 0.02% 775
2022
Q1 		$1.23M Sell
15,993
-1,270
-7% -$102K 0.01% 865
2021
Q4 		$1.5M Buy
17,263
+638
+4% +$53.4K 0.02% 802
2021
Q3 		$1.37M Sell
16,625
-11,031
-40% -$970K 0.01% 859
2021
Q2 		$2.26M Buy
27,656
+515
+2% +$39.6K 0.03% 600
2021
Q1 		$1.86M Buy
27,141
+9,443
+53% +$617K 0.02% 631
2020
Q4 		$1.18M Sell
17,698
-7,452
-30% -$483K 0.01% 787
2020
Q3 		$1.57M Buy
+25,150
New +$1.54M 0.03% 489

Other funds holding OTIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Kestra Advisory Services's OTIS Position: Q3 2026 in Review

Kestra Advisory Services increased its Otis Worldwide (OTIS) stake by 69% in Q3 2026, buying an estimated $1.56M and bringing the position to 53,817 shares worth $3.46M. The position accounts for 0.01% of the portfolio, ranked #1104.

Kestra Advisory Services first reported a position in OTIS in Q3 2020 and has held it in 25 quarters since. 613 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Kestra Advisory Services held 53,817 shares of Otis Worldwide worth $3.46M as of Q3 2026.
  • Kestra Advisory Services bought 21,902 Otis Worldwide shares in Q3 2026, an estimated $1.56M.
  • Otis Worldwide made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1104 holding.
  • Kestra Advisory Services first reported a position in Otis Worldwide in Q3 2020 and has held it in 25 quarters since.
  • 613 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.