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Kilter Group’s Otis Worldwide OTIS Stock Holding History

Kilter Group’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 		$10.2K Buy
142
+72
+103% +$5.38K ﹤0.01% 466
2026
Q1 		$5.4K Buy
70
+26
+59% +$2.27K ﹤0.01% 595
2025
Q4 		$3.84K Buy
44
+29
+193% +$2.59K ﹤0.01% 576
2025
Q3 		$1.37K Sell
15
-11
-42% -$999 ﹤0.01% 786
2025
Q2 		$2.58K Buy
+26
New +$2.51K ﹤0.01% 550

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

Kilter Group's OTIS Position: Q2 2026 in Review

Kilter Group increased its Otis Worldwide (OTIS) stake by 103% in Q2 2026, buying an estimated $5.38K and bringing the position to 142 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Kilter Group first reported a position in OTIS in Q2 2025 and has held it in 5 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Kilter Group held 142 shares of Otis Worldwide worth $10.2K as of Q2 2026.
  • Kilter Group bought 72 Otis Worldwide shares in Q2 2026, an estimated $5.38K.
  • Otis Worldwide made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #466 holding.
  • Kilter Group first reported a position in Otis Worldwide in Q2 2025 and has held it in 5 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.