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Keynote Financial Services’s Otis Worldwide OTIS Stock Holding History

Keynote Financial 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 		– Sell
-2,532
Closed -$221K – 177
2025
Q4 		$221K Hold
2,532
– – 0.12% 151
2025
Q3 		$232K Hold
2,532
– – 0.14% 141
2025
Q2 		$251K Sell
2,532
-443
-15% -$42.8K 0.17% 130
2025
Q1 		$307K Hold
2,975
– – 0.22% 115
2024
Q4 		$276K Sell
2,975
-75
-2% -$7.52K 0.21% 118
2024
Q3 		$317K Hold
3,050
– – 0.24% 107
2024
Q2 		$294K Hold
3,050
– – 0.25% 102
2024
Q1 		$303K Buy
+3,050
New +$282K 0.25% 102

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

Keynote Financial Services's OTIS Position: Q1 2026 in Review

Keynote Financial Services sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,532 shares — an estimated $221K sold.

Keynote Financial Services first reported a position in OTIS in Q1 2024 and held it in 8 quarters. The position peaked at $317K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Keynote Financial Services reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Keynote Financial Services sold 2,532 Otis Worldwide shares in Q1 2026, an estimated $221K.
  • Keynote Financial Services first reported a position in Otis Worldwide in Q1 2024 and held it in 8 quarters.
  • Keynote Financial Services's Otis Worldwide position peaked at $317K in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.