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Kestra Private Wealth Services’s Otis Worldwide OTIS Stock Holding History

Kestra Private Wealth 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
Q2 		$490K Sell
6,840
-262
-4% -$19.6K 0.01% 1249
2026
Q1 		$547K Buy
7,102
+170
+2% +$14.9K 0.01% 1154
2025
Q4 		$606K Sell
6,932
-65
-0.9% -$5.82K 0.01% 1063
2025
Q3 		$640K Sell
6,997
-680
-9% -$61.7K 0.01% 983
2025
Q2 		$760K Sell
7,677
-215
-3% -$20.8K 0.01% 850
2025
Q1 		$814K Sell
7,892
-1,257
-14% -$123K 0.01% 757
2024
Q4 		$847K Buy
9,149
+84
+0.9% +$8.42K 0.01% 701
2024
Q3 		$942K Buy
9,065
+208
+2% +$19.8K 0.02% 635
2024
Q2 		$853K Buy
8,857
+25
+0.3% +$2.41K 0.02% 629
2024
Q1 		$877K Sell
8,832
-409
-4% -$37.8K 0.02% 594
2023
Q4 		$827K Buy
9,241
+1,949
+27% +$162K 0.02% 574
2023
Q3 		$586K Sell
7,292
-289
-4% -$24.7K 0.02% 618
2023
Q2 		$675K Buy
7,581
+209
+3% +$17.6K 0.02% 537
2023
Q1 		$622K Buy
7,372
+157
+2% +$13K 0.02% 535
2022
Q4 		$565K Buy
7,215
+1,231
+21% +$90.9K 0.03% 495
2022
Q3 		$382K Buy
5,984
+205
+4% +$15K 0.02% 574
2022
Q2 		$408K Buy
5,779
+316
+6% +$23.3K 0.02% 565
2022
Q1 		$420K Sell
5,463
-257
-4% -$20.5K 0.02% 634
2021
Q4 		$498K Buy
5,720
+238
+4% +$19.9K 0.02% 587
2021
Q3 		$451K Sell
5,482
-645
-11% -$56.7K 0.03% 569
2021
Q2 		$501K Buy
6,127
+319
+5% +$24.6K 0.03% 506
2021
Q1 		$398K Buy
5,808
+162
+3% +$10.6K 0.03% 514
2020
Q4 		$377K Buy
5,646
+2,132
+61% +$138K 0.03% 503
2020
Q3 		$219K Buy
+3,514
New +$215K 0.02% 577

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Kestra Private Wealth Services's OTIS Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Otis Worldwide (OTIS) stake by 3.7% in Q2 2026, selling an estimated $19.6K and leaving 6,840 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #1249.

Kestra Private Wealth Services first reported a position in OTIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $942K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Kestra Private Wealth Services held 6,840 shares of Otis Worldwide worth $490K as of Q2 2026.
  • Kestra Private Wealth Services sold 262 Otis Worldwide shares in Q2 2026, an estimated $19.6K.
  • Otis Worldwide made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1249 holding.
  • Kestra Private Wealth Services first reported a position in Otis Worldwide in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Otis Worldwide position peaked at $942K in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.