Kestra Investment Management’s Otis Worldwide OTIS Stock Holding History

Kestra Investment Management’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
2025 Q2	–	Sell	-107	Closed	-$11K	–	911
2025 Q1	$11K	Sell	107 -684	-86%	-$66.8K	﹤0.01%	611
2024 Q4	$73.3K	Buy	+791	New	+$79.3K	﹤0.01%	474

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kestra Investment Management's OTIS Position: Q2 2025 in Review

Kestra Investment Management sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 107 shares — an estimated $11K sold.

Kestra Investment Management first reported a position in OTIS in Q4 2024 and held it in 2 quarters. The position peaked at $73.3K in Q4 2024. 1,270 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Kestra Investment Management reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Kestra Investment Management sold 107 Otis Worldwide shares in Q2 2025, an estimated $11K.
Kestra Investment Management first reported a position in Otis Worldwide in Q4 2024 and held it in 2 quarters.
Kestra Investment Management's Otis Worldwide position peaked at $73.3K in Q4 2024.
1,270 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.