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Kuhn & Co Investment Counsel’s Otis Worldwide OTIS Stock Holding History

Kuhn & Co Investment Counsel’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 		$201K Hold
2,609
– – 0.13% 142
2025
Q4 		$228K Buy
+2,609
New +$233K 0.15% 135

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

Kuhn & Co Investment Counsel's OTIS Position: Q1 2026 in Review

Kuhn & Co Investment Counsel held its Otis Worldwide (OTIS) position steady in Q1 2026 at 2,609 shares worth $201K. The position accounts for 0.13% of the portfolio, ranked #142.

Kuhn & Co Investment Counsel first reported a position in OTIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $228K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Kuhn & Co Investment Counsel held 2,609 shares of Otis Worldwide worth $201K as of Q1 2026.
  • Kuhn & Co Investment Counsel left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.13% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #142 holding.
  • Kuhn & Co Investment Counsel first reported a position in Otis Worldwide in Q4 2025 and has held it in 2 quarters since.
  • Kuhn & Co Investment Counsel's Otis Worldwide position peaked at $228K in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.