KWM
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Kingsview Wealth Management’s Otis Worldwide OTIS Stock Holding History

Kingsview Wealth 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
2026
Q2 		$301K Sell
4,205
-734
-15% -$54.8K ﹤0.01% 1191
2026
Q1 		$381K Buy
4,939
+11
+0.2% +$962 0.01% 988
2025
Q4 		$430K Buy
4,928
+17
+0.3% +$1.52K 0.01% 898
2025
Q3 		$449K Sell
4,911
-3,336
-40% -$303K 0.01% 832
2025
Q2 		$817K Buy
8,247
+1,020
+14% +$98.5K 0.01% 636
2025
Q1 		$746K Sell
7,227
-411
-5% -$40.2K 0.01% 617
2024
Q4 		$707K Buy
7,638
+536
+8% +$53.8K 0.01% 645
2024
Q3 		$738K Buy
7,102
+820
+13% +$78.1K 0.02% 607
2024
Q2 		$605K Buy
6,282
+183
+3% +$17.6K 0.01% 630
2024
Q1 		$605K Buy
6,099
+455
+8% +$42.1K 0.02% 618
2023
Q4 		$505K Buy
5,644
+99
+2% +$8.23K 0.02% 630
2023
Q3 		$445K Buy
5,545
+543
+11% +$46.4K 0.02% 649
2023
Q2 		$445K Buy
5,002
+131
+3% +$11K 0.02% 627
2023
Q1 		$411K Sell
4,871
-514
-10% -$42.5K 0.02% 630
2022
Q4 		$422K Sell
5,385
-678
-11% -$50.1K 0.02% 557
2022
Q3 		$387K Sell
6,063
-315
-5% -$23K 0.02% 569
2022
Q2 		$451K Buy
6,378
+403
+7% +$29.7K 0.02% 559
2022
Q1 		$460K Sell
5,975
-495
-8% -$39.6K 0.02% 588
2021
Q4 		$563K Buy
6,470
+57
+0.9% +$4.77K 0.02% 543
2021
Q3 		$528K Buy
6,413
+671
+12% +$59K 0.03% 528
2021
Q2 		$471K Buy
5,742
+726
+14% +$55.9K 0.02% 571
2021
Q1 		$347K Sell
5,016
-187
-4% -$12.2K 0.02% 599
2020
Q4 		$351K Sell
5,203
-69
-1% -$4.48K 0.03% 521
2020
Q3 		$329K Sell
5,272
-1,072
-17% -$65.6K 0.03% 457
2020
Q2 		$361K Buy
+6,344
New +$329K 0.04% 401

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 $3.37T AUM 44.26% 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

Kingsview Wealth Management's OTIS Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Otis Worldwide (OTIS) stake by 15% in Q2 2026, selling an estimated $54.8K and leaving 4,205 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Kingsview Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $817K in Q2 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Kingsview Wealth Management held 4,205 shares of Otis Worldwide worth $301K as of Q2 2026.
  • Kingsview Wealth Management sold 734 Otis Worldwide shares in Q2 2026, an estimated $54.8K.
  • Otis Worldwide made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1191 holding.
  • Kingsview Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Kingsview Wealth Management's Otis Worldwide position peaked at $817K in Q2 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.