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Kingswood Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Kingswood Wealth Advisors’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 		$232K Buy
3,008
+276
+10% +$24.1K 0.01% 826
2025
Q4 		$239K Buy
2,732
+94
+4% +$8.41K 0.01% 760
2025
Q3 		$241K Buy
2,638
+535
+25% +$48.6K 0.01% 702
2025
Q2 		$208K Sell
2,103
-47
-2% -$4.54K 0.02% 693
2025
Q1 		$222K Buy
+2,150
New +$210K 0.02% 648

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

Kingswood Wealth Advisors's OTIS Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its Otis Worldwide (OTIS) stake by 10% in Q1 2026, buying an estimated $24.1K and bringing the position to 3,008 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #826.

Kingswood Wealth Advisors first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $241K in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Kingswood Wealth Advisors held 3,008 shares of Otis Worldwide worth $232K as of Q1 2026.
  • Kingswood Wealth Advisors bought 276 Otis Worldwide shares in Q1 2026, an estimated $24.1K.
  • Otis Worldwide made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #826 holding.
  • Kingswood Wealth Advisors first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's Otis Worldwide position peaked at $241K in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.