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Andra AP-fonden’s Otis Worldwide OTIS Stock Holding History

Andra AP-fonden’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
-163,834
Closed -$14.3M – 444
2025
Q4 		$14.3M Sell
163,834
-124,900
-43% -$11.2M 0.18% 167
2025
Q3 		$26.4M Buy
288,734
+49,800
+21% +$4.52M 0.34% 105
2025
Q2 		$23.7M Buy
238,934
+64,900
+37% +$6.27M 0.33% 110
2025
Q1 		$18M Sell
174,034
-52,000
-23% -$5.08M 0.29% 126
2024
Q4 		$20.9M Buy
226,034
+77,800
+52% +$7.8M 0.34% 103
2024
Q3 		$15.4M Buy
148,234
+37,700
+34% +$3.59M 0.23% 166
2024
Q2 		$10.6M Buy
110,534
+6,300
+6% +$607K 0.18% 184
2024
Q1 		$10.3M Sell
104,234
-29,100
-22% -$2.69M 0.18% 179
2023
Q4 		$11.9M Sell
133,334
-26,100
-16% -$2.17M 0.63% 47
2023
Q3 		$12.8M Buy
159,434
+7,700
+5% +$659K 0.75% 20
2023
Q2 		$13.5M Sell
151,734
-56,500
-27% -$4.76M 0.34% 25
2023
Q1 		$17.6M Buy
208,234
+75,834
+57% +$6.28M 0.46% 10
2022
Q4 		$10.4M Sell
132,400
-700
-0.5% -$51.7K 0.31% 48
2022
Q3 		$8.49M Sell
133,100
-40,700
-23% -$2.98M 0.28% 91
2022
Q2 		$12.3M Buy
+173,800
New +$12.8M 0.35% 38
2021
Q4 		$18M Buy
206,500
+33,100
+19% +$2.77M 0.37% 29
2021
Q3 		$14.3M Buy
173,400
+54,600
+46% +$4.8M 0.29% 63
2021
Q2 		$9.71M Buy
118,800
+54,900
+86% +$4.23M 0.2% 210
2021
Q1 		$4.37M Sell
63,900
-33,700
-35% -$2.2M 0.1% 460
2020
Q4 		$6.59M Sell
97,600
-6,700
-6% -$435K 0.15% 353
2020
Q3 		$6.51M Buy
104,300
+34,800
+50% +$2.13M 0.18% 253
2020
Q2 		$3.95M Buy
+69,500
New +$3.6M 0.12% 466

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

Andra AP-fonden's OTIS Position: Q1 2026 in Review

Andra AP-fonden sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 163,834 shares — an estimated $14.3M sold.

Andra AP-fonden first reported a position in OTIS in Q2 2020 and held it in 22 quarters. The position peaked at $26.4M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Andra AP-fonden reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Andra AP-fonden sold 163,834 Otis Worldwide shares in Q1 2026, an estimated $14.3M.
  • Andra AP-fonden first reported a position in Otis Worldwide in Q2 2020 and held it in 22 quarters.
  • Andra AP-fonden's Otis Worldwide position peaked at $26.4M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Andra AP-fonden's 13F filing for Q1 2026, filed 8 May 2026.