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
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 $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

Kingsview Wealth Management's OTIS Position: Q1 2026 in Review

Kingsview Wealth Management increased its Otis Worldwide (OTIS) stake by 0.22% in Q1 2026, buying an estimated $962 and bringing the position to 4,939 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #988.

Kingsview Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $817K in Q2 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Kingsview Wealth Management held 4,939 shares of Otis Worldwide worth $381K as of Q1 2026.
  • Kingsview Wealth Management bought 11 Otis Worldwide shares in Q1 2026, an estimated $962.
  • Otis Worldwide made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #988 holding.
  • Kingsview Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Kingsview Wealth Management's Otis Worldwide position peaked at $817K in Q2 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.