KA
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Kintegral Advisory’s Otis Worldwide OTIS Stock Holding History

Kintegral Advisory’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 		$261K Sell
3,392
-150
-4% -$13.1K 0.02% 232
2025
Q4 		$309K Sell
3,542
-97
-3% -$8.68K 0.03% 231
2025
Q3 		$333K Sell
3,639
-16
-0.4% -$1.45K 0.03% 233
2025
Q2 		$362K Sell
3,655
-5
-0.1% -$483 0.03% 232
2025
Q1 		$378K Sell
3,660
-12
-0.3% -$1.17K 0.04% 229
2024
Q4 		$340K Sell
3,672
-171
-4% -$17.1K 0.03% 235
2024
Q3 		$399K Sell
3,843
-50
-1% -$4.76K 0.04% 235
2024
Q2 		$375K Buy
3,893
+259
+7% +$25K 0.04% 237
2024
Q1 		$361K Sell
3,634
-11
-0.3% -$1.02K 0.04% 240
2023
Q4 		$326K Buy
+3,645
New +$303K 0.04% 247

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

Kintegral Advisory's OTIS Position: Q1 2026 in Review

Kintegral Advisory reduced its Otis Worldwide (OTIS) stake by 4.2% in Q1 2026, selling an estimated $13.1K and leaving 3,392 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #232.

Kintegral Advisory first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $399K in Q3 2024. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Kintegral Advisory held 3,392 shares of Otis Worldwide worth $261K as of Q1 2026.
  • Kintegral Advisory sold 150 Otis Worldwide shares in Q1 2026, an estimated $13.1K.
  • Otis Worldwide made up 0.02% of Kintegral Advisory's portfolio in Q1 2026, its #232 holding.
  • Kintegral Advisory first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
  • Kintegral Advisory's Otis Worldwide position peaked at $399K in Q3 2024.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Kintegral Advisory's 13F filing for Q1 2026, filed 14 May 2026.