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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
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

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

Kestra Advisory Services's OTIS Position: Q1 2026 in Review

Kestra Advisory Services reduced its Otis Worldwide (OTIS) stake by 1.5% in Q1 2026, selling an estimated $31.8K and leaving 23,818 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #1356.

Kestra Advisory Services first reported a position in OTIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.26M in Q2 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Kestra Advisory Services held 23,818 shares of Otis Worldwide worth $1.84M as of Q1 2026.
  • Kestra Advisory Services sold 363 Otis Worldwide shares in Q1 2026, an estimated $31.8K.
  • Otis Worldwide made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1356 holding.
  • Kestra Advisory Services first reported a position in Otis Worldwide in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Otis Worldwide position peaked at $2.26M in Q2 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.