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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
Q2 		$243K Hold
3,392
– – 0.02% 231
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 $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

Kintegral Advisory's OTIS Position: Q2 2026 in Review

Kintegral Advisory held its Otis Worldwide (OTIS) position steady in Q2 2026 at 3,392 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #231.

Kintegral Advisory first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $399K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Kintegral Advisory held 3,392 shares of Otis Worldwide worth $243K as of Q2 2026.
  • Kintegral Advisory left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.02% of Kintegral Advisory's portfolio in Q2 2026, its #231 holding.
  • Kintegral Advisory first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • Kintegral Advisory's Otis Worldwide position peaked at $399K in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Kintegral Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.