Bank Julius Baer & Co
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Bank Julius Baer & Co’s Otis Worldwide OTIS Stock Holding History

Bank Julius Baer & Co’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 		$214K Buy
2,783
+6
+0.2% +$525 ﹤0.01% 496
2025
Q4 		$243K Sell
2,777
-2,628
-49% -$235K ﹤0.01% 472
2025
Q3 		$494K Sell
5,405
-57,227
-91% -$5.19M ﹤0.01% 417
2025
Q2 		$6.2M Sell
62,632
-12,504
-17% -$1.21M 0.02% 222
2025
Q1 		$7.68M Buy
75,136
+71,374
+1,897% +$6.97M 0.03% 212
2024
Q4 		$384K Sell
3,762
-594
-14% -$59.6K ﹤0.01% 372
2024
Q3 		$537K Buy
4,356
+1,857
+74% +$177K ﹤0.01% 324
2024
Q2 		$268K Sell
2,499
-391
-14% -$37.7K ﹤0.01% 330
2024
Q1 		$287K Sell
2,890
-374
-11% -$34.6K ﹤0.01% 366
2023
Q4 		$292K Buy
3,264
+583
+22% +$48.5K ﹤0.01% 370
2023
Q3 		$215K Sell
2,681
-24,750
-90% -$2.12M ﹤0.01% 377
2023
Q2 		$2.44M Sell
27,431
-94,017
-77% -$7.92M 0.01% 199
2023
Q1 		$10.3M Sell
121,448
-50,364
-29% -$4.17M 0.07% 151
2022
Q4 		$13.5M Buy
171,812
+19,006
+12% +$1.4M 0.09% 131
2022
Q3 		$9.75M Buy
152,806
+15,836
+12% +$1.16M 0.07% 136
2022
Q2 		$9.68M Buy
136,970
+15,301
+13% +$1.13M 0.07% 138
2022
Q1 		$9.36M Buy
121,669
+9,973
+9% +$797K 0.06% 137
2021
Q4 		$9.72M Buy
111,696
+104,686
+1,493% +$8.76M 0.05% 156
2021
Q3 		$577K Sell
7,010
-22
-0.3% -$1.94K ﹤0.01% 412
2021
Q2 		$575K Sell
7,032
-7,549
-52% -$581K ﹤0.01% 432
2021
Q1 		$998K Buy
14,581
+7,475
+105% +$489K 0.01% 346
2020
Q4 		$480K Sell
7,106
-1,142
-14% -$74.1K ﹤0.01% 457
2020
Q3 		$515K Buy
+8,248
New +$504K 0.01% 382

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

Bank Julius Baer & Co's OTIS Position: Q1 2026 in Review

Bank Julius Baer & Co increased its Otis Worldwide (OTIS) stake by 0.22% in Q1 2026, buying an estimated $525 and bringing the position to 2,783 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Bank Julius Baer & Co first reported a position in OTIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $13.5M in Q4 2022. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Bank Julius Baer & Co held 2,783 shares of Otis Worldwide worth $214K as of Q1 2026.
  • Bank Julius Baer & Co bought 6 Otis Worldwide shares in Q1 2026, an estimated $525.
  • Otis Worldwide made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #496 holding.
  • Bank Julius Baer & Co first reported a position in Otis Worldwide in Q3 2020 and has held it in 23 quarters since.
  • Bank Julius Baer & Co's Otis Worldwide position peaked at $13.5M in Q4 2022.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.