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
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 $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

KLP Kapitalforvaltning's OTIS Position: Q1 2026 in Review

KLP Kapitalforvaltning increased its Otis Worldwide (OTIS) stake by 10% in Q1 2026, buying an estimated $2.42M and bringing the position to 294,142 shares worth $22.7M. The position accounts for 0.09% of the portfolio, ranked #214.

KLP Kapitalforvaltning first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.3M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • KLP Kapitalforvaltning held 294,142 shares of Otis Worldwide worth $22.7M as of Q1 2026.
  • KLP Kapitalforvaltning bought 27,700 Otis Worldwide shares in Q1 2026, an estimated $2.42M.
  • Otis Worldwide made up 0.09% of KLP Kapitalforvaltning's portfolio in Q1 2026, its #214 holding.
  • KLP Kapitalforvaltning first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • KLP Kapitalforvaltning's Otis Worldwide position peaked at $24.3M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q1 2026, filed 29 Apr 2026.