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ASR Vermogensbeheer’s Otis Worldwide OTIS Stock Holding History

ASR Vermogensbeheer’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 		$682K Sell
9,524
-12,368
-56% -$924K 0.01% 421
2026
Q1 		$1.69M Buy
21,892
+106
+0.5% +$9.27K 0.02% 376
2025
Q4 		$1.9M Sell
21,786
-53
-0.2% -$4.74K 0.02% 369
2025
Q3 		$2M Buy
21,839
+229
+1% +$20.8K 0.02% 362
2025
Q2 		$2.14M Buy
21,610
+705
+3% +$68.1K 0.03% 352
2025
Q1 		$2.16M Buy
+20,905
New +$2.04M 0.03% 326

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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

ASR Vermogensbeheer's OTIS Position: Q2 2026 in Review

ASR Vermogensbeheer reduced its Otis Worldwide (OTIS) stake by 56% in Q2 2026, selling an estimated $924K and leaving 9,524 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #421.

ASR Vermogensbeheer first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.16M in Q1 2025. 388 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • ASR Vermogensbeheer held 9,524 shares of Otis Worldwide worth $682K as of Q2 2026.
  • ASR Vermogensbeheer sold 12,368 Otis Worldwide shares in Q2 2026, an estimated $924K.
  • Otis Worldwide made up 0.01% of ASR Vermogensbeheer's portfolio in Q2 2026, its #421 holding.
  • ASR Vermogensbeheer first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
  • ASR Vermogensbeheer's Otis Worldwide position peaked at $2.16M in Q1 2025.
  • 388 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on ASR Vermogensbeheer's 13F filing for Q2 2026, filed 20 Jul 2026.