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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
Q3 		– Sell
-107
Closed -$11K – 835
2025
Q2 		$11K Hold
107
– – ﹤0.01% 699
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Kestra Investment Management's OTIS Position: Q3 2025 in Review

Kestra Investment Management sold out of Otis Worldwide (OTIS) in Q3 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 3 quarters. The position peaked at $73.3K in Q4 2024. 1,251 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Kestra Investment Management reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 107 Otis Worldwide shares in Q3 2025, an estimated $11K.
  • Kestra Investment Management first reported a position in Otis Worldwide in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Otis Worldwide position peaked at $73.3K in Q4 2024.
  • 1,251 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.