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Banque Cantonale Vaudoise’s Otis Worldwide OTIS Stock Holding History

Banque Cantonale Vaudoise’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 		$706K Buy
+9,157
New +$801K 0.03% 439
2025
Q4 		– Sell
-3,361
Closed -$307K – 858
2025
Q3 		$307K Sell
3,361
-1,484
-31% -$135K 0.01% 513
2025
Q2 		$479K Sell
4,845
-2,812
-37% -$271K 0.02% 443
2025
Q1 		$790K Buy
+7,657
New +$748K 0.03% 394
2024
Q3 		– Sell
-4,077
Closed -$392K – 943
2024
Q2 		$392K Buy
+4,077
New +$393K 0.02% 476
2024
Q1 		– Sell
-2,207
Closed -$197K – 1054
2023
Q4 		$197K Sell
2,207
-3,430
-61% -$285K 0.01% 578
2023
Q3 		$452K Sell
5,637
-1,128
-17% -$96.5K 0.02% 498
2023
Q2 		$602K Hold
6,765
– – 0.03% 451
2023
Q1 		$571K Hold
6,765
– – 0.03% 422
2022
Q4 		$530K Hold
6,765
– – 0.03% 435
2022
Q3 		$431K Sell
6,765
-15,650
-70% -$1.14M 0.02% 513
2022
Q2 		$1.58M Sell
22,415
-1,700
-7% -$125K 0.08% 238
2022
Q1 		$1.85M Buy
24,115
+10,000
+71% +$799K 0.08% 244
2021
Q4 		$1.23M Hold
14,115
– – 0.05% 375
2021
Q3 		$1.16M Sell
14,115
-2,800
-17% -$246K 0.05% 383
2021
Q2 		$1.38M Buy
16,915
+100
+0.6% +$7.7K 0.06% 341
2021
Q1 		$1.15M Buy
16,815
+7,200
+75% +$471K 0.06% 337
2020
Q4 		$650K Hold
9,615
– – 0.04% 428
2020
Q3 		$600K Sell
9,615
-3,162
-25% -$193K 0.04% 389
2020
Q2 		$726K Buy
+12,777
New +$662K 0.05% 311

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

Banque Cantonale Vaudoise's OTIS Position: Q1 2026 in Review

Banque Cantonale Vaudoise opened a new position in Otis Worldwide (OTIS) in Q1 2026: 9,157 shares worth $706K. The stake represents 0.03% of the portfolio and ranks #439 among its holdings. This is a return to the name: Banque Cantonale Vaudoise previously reported a position in OTIS as recently as Q3 2025.

Banque Cantonale Vaudoise first reported a position in OTIS in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.85M in Q1 2022. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Banque Cantonale Vaudoise held 9,157 shares of Otis Worldwide worth $706K as of Q1 2026.
  • Otis Worldwide was a new Banque Cantonale Vaudoise position in Q1 2026.
  • Otis Worldwide made up 0.03% of Banque Cantonale Vaudoise's portfolio in Q1 2026, its #439 holding.
  • Banque Cantonale Vaudoise first reported a position in Otis Worldwide in Q2 2020 and has held it in 20 quarters since.
  • Banque Cantonale Vaudoise's Otis Worldwide position peaked at $1.85M in Q1 2022.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q1 2026, filed 20 Apr 2026.