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Achmea Investment Management’s Otis Worldwide OTIS Stock Holding History

Achmea Investment Management’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 		$2.4M Buy
33,448
+19,428
+139% +$1.45M 0.06% 95
2026
Q1 		$1.08M Sell
14,020
-50,872
-78% -$4.45M 0.03% 104
2025
Q4 		$5.67M Buy
+64,892
New +$5.81M 0.14% 90
2025
Q3 		– Sell
-64,991
Closed -$6.43M – 321
2025
Q2 		$6.43M Sell
64,991
-4,177
-6% -$403K 0.08% 205
2025
Q1 		$7.14M Buy
69,168
+15,150
+28% +$1.48M 0.1% 194
2024
Q4 		$5M Sell
54,018
-312
-0.6% -$31.3K 0.08% 216
2024
Q3 		$5.65M Buy
54,330
+2,309
+4% +$220K 0.09% 216
2024
Q2 		$5.01M Sell
52,021
-4,263
-8% -$411K 0.09% 214
2024
Q1 		$5.59M Hold
56,284
– – 0.11% 202
2023
Q4 		$5.04M Sell
56,284
-4,164
-7% -$346K 0.1% 215
2023
Q3 		$4.85M Sell
60,448
-14,964
-20% -$1.28M 0.11% 205
2023
Q2 		$6.71M Buy
75,412
+12,003
+19% +$1.01M 0.14% 162
2023
Q1 		$5.35M Sell
63,409
-59,725
-49% -$4.94M 0.16% 160
2022
Q4 		$9.04M Buy
123,134
+61,504
+100% +$4.54M 0.3% 87
2022
Q3 		$3.93M Sell
61,630
-12,350
-17% -$904K 0.14% 170
2022
Q2 		$5.23M Sell
73,980
-6,429
-8% -$473K 0.17% 147
2022
Q1 		$6.19M Buy
+80,409
New +$6.43M 0.16% 156
2021
Q4 		– Sell
-64,001
Closed -$5.27M – 472
2021
Q3 		$5.27M Buy
64,001
+51,895
+429% +$4.56M 0.16% 180
2021
Q2 		$990K Hold
12,106
– – 0.03% 416
2021
Q1 		$829K Buy
+12,106
New +$791K 0.03% 437
2020
Q3 		– Sell
-11,413
Closed -$649K – 535
2020
Q2 		$649K Buy
+11,413
New +$591K 0.02% 245

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Achmea Investment Management's OTIS Position: Q2 2026 in Review

Achmea Investment Management increased its Otis Worldwide (OTIS) stake by 139% in Q2 2026, buying an estimated $1.45M and bringing the position to 33,448 shares worth $2.4M. The position accounts for 0.06% of the portfolio, ranked #95.

Achmea Investment Management first reported a position in OTIS in Q2 2020 and has held it in 21 quarters since. The position peaked at $9.04M in Q4 2022. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Achmea Investment Management held 33,448 shares of Otis Worldwide worth $2.4M as of Q2 2026.
  • Achmea Investment Management bought 19,428 Otis Worldwide shares in Q2 2026, an estimated $1.45M.
  • Otis Worldwide made up 0.06% of Achmea Investment Management's portfolio in Q2 2026, its #95 holding.
  • Achmea Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 21 quarters since.
  • Achmea Investment Management's Otis Worldwide position peaked at $9.04M in Q4 2022.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Achmea Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.