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Banque de Luxembourg Investments (BLI)’s Otis Worldwide OTIS Stock Holding History

Banque de Luxembourg Investments (BLI)’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 		$9.82M Hold
113,377
– – 0.29% 88
2025
Q4 		$9.98M Sell
113,377
-3,523
-3% -$315K 0.29% 90
2025
Q3 		$10.7M Buy
+116,900
New +$10.6M 0.31% 91

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 $315B AUM 27.84% 1-Year Est. Return

Banque de Luxembourg Investments (BLI)'s OTIS Position: Q1 2026 in Review

Banque de Luxembourg Investments (BLI) held its Otis Worldwide (OTIS) position steady in Q1 2026 at 113,377 shares worth $9.82M. The position accounts for 0.29% of the portfolio, ranked #88.

Banque de Luxembourg Investments (BLI) first reported a position in OTIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $10.7M in Q3 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Banque de Luxembourg Investments (BLI) held 113,377 shares of Otis Worldwide worth $9.82M as of Q1 2026.
  • Banque de Luxembourg Investments (BLI) left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.29% of Banque de Luxembourg Investments (BLI)'s portfolio in Q1 2026, its #88 holding.
  • Banque de Luxembourg Investments (BLI) first reported a position in Otis Worldwide in Q3 2025 and has held it in 3 quarters since.
  • Banque de Luxembourg Investments (BLI)'s Otis Worldwide position peaked at $10.7M in Q3 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Banque de Luxembourg Investments (BLI)'s 13F filing for Q1 2026, filed 15 May 2026.