KIA
OTIS icon

Kraematon Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Kraematon Investment Advisors’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 		– Sell
-2,698
Closed -$208K – 107
2026
Q1 		$208K Sell
2,698
-666
-20% -$58.3K 0.17% 96
2025
Q4 		$294K Sell
3,364
-527
-14% -$47.1K 0.23% 83
2025
Q3 		$356K Sell
3,891
-143
-4% -$13K 0.3% 69
2025
Q2 		$399K Buy
4,034
+10
+0.2% +$965 0.38% 62
2025
Q1 		$415K Buy
4,024
+9
+0.2% +$879 0.42% 59
2024
Q4 		$372K Buy
4,015
+9
+0.2% +$903 0.37% 61
2024
Q3 		$416K Sell
4,006
-98
-2% -$9.34K 0.41% 60
2024
Q2 		$395K Buy
4,104
+10
+0.2% +$964 0.4% 59
2024
Q1 		$406K Sell
4,094
-149
-4% -$13.8K 0.41% 59
2023
Q4 		$380K Sell
4,243
-293
-6% -$24.4K 0.42% 58
2023
Q3 		$364K Buy
4,536
+11
+0.2% +$941 0.45% 57
2023
Q2 		$403K Sell
4,525
-312
-6% -$26.3K 0.44% 57
2023
Q1 		$408K Sell
4,837
-980
-17% -$81.1K 0.47% 55
2022
Q4 		$455K Sell
5,817
-311
-5% -$23K 0.49% 54
2022
Q3 		$391K Sell
6,128
-384
-6% -$28.1K 0.5% 53
2022
Q2 		$460K Sell
6,512
-483
-7% -$35.6K 0.53% 51
2022
Q1 		$538K Sell
6,995
-86
-1% -$6.87K 0.51% 52
2021
Q4 		$617K Buy
+7,081
New +$593K 0.55% 50

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

Kraematon Investment Advisors's OTIS Position: Q2 2026 in Review

Kraematon Investment Advisors sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,698 shares — an estimated $208K sold.

Kraematon Investment Advisors first reported a position in OTIS in Q4 2021 and held it in 18 quarters. The position peaked at $617K in Q4 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Kraematon Investment Advisors reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Kraematon Investment Advisors sold 2,698 Otis Worldwide shares in Q2 2026, an estimated $208K.
  • Kraematon Investment Advisors first reported a position in Otis Worldwide in Q4 2021 and held it in 18 quarters.
  • Kraematon Investment Advisors's Otis Worldwide position peaked at $617K in Q4 2021.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.