KK
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KLP Kapitalforvaltning’s Otis Worldwide OTIS Stock Holding History

KLP Kapitalforvaltning’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 		$22.1M Buy
309,242
+15,100
+5% +$1.13M 0.07% 258
2026
Q1 		$22.7M Buy
294,142
+27,700
+10% +$2.42M 0.09% 214
2025
Q4 		$23.3M Buy
266,442
+700
+0.3% +$62.6K 0.09% 204
2025
Q3 		$24.3M Buy
265,742
+40,400
+18% +$3.67M 0.1% 201
2025
Q2 		$22.3M Buy
225,342
+1,100
+0.5% +$106K 0.1% 208
2025
Q1 		$23.1M Buy
224,242
+8,700
+4% +$850K 0.11% 182
2024
Q4 		$20M Buy
+215,542
New +$21.6M 0.09% 208

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

KLP Kapitalforvaltning's OTIS Position: Q2 2026 in Review

KLP Kapitalforvaltning increased its Otis Worldwide (OTIS) stake by 5.1% in Q2 2026, buying an estimated $1.13M and bringing the position to 309,242 shares worth $22.1M. The position accounts for 0.07% of the portfolio, ranked #258.

KLP Kapitalforvaltning first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.3M in Q3 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • KLP Kapitalforvaltning held 309,242 shares of Otis Worldwide worth $22.1M as of Q2 2026.
  • KLP Kapitalforvaltning bought 15,100 Otis Worldwide shares in Q2 2026, an estimated $1.13M.
  • Otis Worldwide made up 0.07% of KLP Kapitalforvaltning's portfolio in Q2 2026, its #258 holding.
  • KLP Kapitalforvaltning first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • KLP Kapitalforvaltning's Otis Worldwide position peaked at $24.3M in Q3 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q2 2026, filed 12 Aug 2026.