KFI
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Key Financial Inc’s Otis Worldwide OTIS Stock Holding History

Key Financial Inc’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 		$41.4K Hold
578
– – 0.01% 575
2026
Q1 		$44.6K Hold
578
– – 0.01% 555
2025
Q4 		$50.5K Hold
578
– – 0.01% 518
2025
Q3 		$53.4K Sell
578
-5
-0.9% -$454 0.01% 505
2025
Q2 		$57.7K Sell
583
-52
-8% -$5.02K 0.01% 463
2025
Q1 		$65.5K Hold
635
– – 0.01% 432
2024
Q4 		$58.8K Hold
635
– – 0.01% 450
2024
Q3 		$66K Buy
635
+5
+0.8% +$476 0.01% 431
2024
Q2 		$60.6K Buy
630
+45
+8% +$4.34K 0.01% 426
2024
Q1 		$58.1K Hold
585
– – 0.01% 413
2023
Q4 		$52.3K Sell
585
-17
-3% -$1.41K 0.01% 417
2023
Q3 		$48.3K Hold
602
– – 0.02% 414
2023
Q2 		$53.6K Hold
602
– – 0.02% 397
2023
Q1 		$50.8K Hold
602
– – 0.02% 390
2022
Q4 		$38.4K Hold
602
– – 0.02% 398
2022
Q3 		$38K Hold
602
– – 0.02% 404
2022
Q2 		$43K Hold
602
– – 0.02% 390
2022
Q1 		$46K Sell
602
-45
-7% -$3.6K 0.02% 375
2021
Q4 		$56K Hold
647
– – 0.03% 333
2021
Q3 		$53K Buy
647
+50
+8% +$4.4K 0.03% 339
2021
Q2 		$53K Buy
597
+45
+8% +$3.46K 0.03% 347
2021
Q1 		$38K Buy
552
+39
+8% +$2.55K 0.03% 318
2020
Q4 		$35K Buy
+513
New +$33.3K 0.03% 301

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Key Financial Inc's OTIS Position: Q2 2026 in Review

Key Financial Inc held its Otis Worldwide (OTIS) position steady in Q2 2026 at 578 shares worth $41.4K. The position accounts for 0.01% of the portfolio, ranked #575.

Key Financial Inc first reported a position in OTIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $66K in Q3 2024. 326 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Key Financial Inc held 578 shares of Otis Worldwide worth $41.4K as of Q2 2026.
  • Key Financial Inc left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #575 holding.
  • Key Financial Inc first reported a position in Otis Worldwide in Q4 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Otis Worldwide position peaked at $66K in Q3 2024.
  • 326 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.