KF
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Krilogy Financial’s Otis Worldwide OTIS Stock Holding History

Krilogy Financial’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 		$549K Buy
+7,664
New +$572K 0.02% 603
2026
Q1 		– Sell
-7,216
Closed -$654K – 1038
2025
Q4 		$654K Sell
7,216
-1,705
-19% -$153K 0.02% 467
2025
Q3 		$814K Buy
+8,921
New +$810K 0.03% 386

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

Krilogy Financial's OTIS Position: Q2 2026 in Review

Krilogy Financial opened a new position in Otis Worldwide (OTIS) in Q2 2026: 7,664 shares worth $549K. The stake represents 0.02% of the portfolio and ranks #603 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in OTIS as recently as Q4 2025.

Krilogy Financial first reported a position in OTIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $814K in Q3 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Krilogy Financial held 7,664 shares of Otis Worldwide worth $549K as of Q2 2026.
  • Otis Worldwide was a new Krilogy Financial position in Q2 2026.
  • Otis Worldwide made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #603 holding.
  • Krilogy Financial first reported a position in Otis Worldwide in Q3 2025 and has held it in 3 quarters since.
  • Krilogy Financial's Otis Worldwide position peaked at $814K in Q3 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.