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Kohmann Bosshard Financial Services’s Otis Worldwide OTIS Stock Holding History

Kohmann Bosshard Financial Services’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 		– Sell
-382
Closed -$33.4K – 480
2025
Q4 		$33.4K Buy
+382
New +$34.2K ﹤0.01% 623
2025
Q1 		– Sell
-432
Closed -$40K – 631
2024
Q4 		$40K Buy
+432
New +$43.3K ﹤0.01% 358

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Kohmann Bosshard Financial Services's OTIS Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 382 shares — an estimated $33.4K sold.

Kohmann Bosshard Financial Services first reported a position in OTIS in Q4 2024 and held it in 2 quarters. The position peaked at $40K in Q4 2024. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 382 Otis Worldwide shares in Q1 2026, an estimated $33.4K.
  • Kohmann Bosshard Financial Services first reported a position in Otis Worldwide in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Otis Worldwide position peaked at $40K in Q4 2024.
  • 1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.