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BI Asset Management Fondsmaeglerselskab’s Otis Worldwide OTIS Stock Holding History

BI Asset Management Fondsmaeglerselskab’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 		$10.6M Sell
164,056
-7,147
-4% -$534K 0.08% 187
2026
Q1 		$11.7M Buy
171,203
+145,464
+565% +$12.7M 0.12% 136
2025
Q4 		$2.25M Buy
25,739
+845
+3% +$75.6K 0.02% 388
2025
Q3 		$2.28M Buy
24,894
+7,185
+41% +$652K 0.02% 391
2025
Q2 		$1.75M Buy
17,709
+3,375
+24% +$326K 0.02% 381
2025
Q1 		$1.48M Sell
14,334
-3,409
-19% -$333K 0.02% 364
2024
Q4 		$1.64M Buy
17,743
+11,894
+203% +$1.19M 0.02% 414
2024
Q3 		$608K Sell
5,849
-8,508
-59% -$811K 0.01% 453
2024
Q2 		$1.38M Buy
14,357
+6,935
+93% +$668K 0.02% 341
2024
Q1 		$737K Sell
7,422
-1,520
-17% -$140K 0.01% 428
2023
Q4 		$800K Sell
8,942
-3,281
-27% -$273K 0.02% 438
2023
Q3 		$982K Sell
12,223
-550
-4% -$47K 0.02% 376
2023
Q2 		$1.14M Buy
12,773
+2,842
+29% +$239K 0.03% 341
2023
Q1 		$838K Buy
9,931
+643
+7% +$53.2K 0.02% 369
2022
Q4 		$727K Buy
9,288
+3,153
+51% +$233K 0.02% 368
2022
Q3 		$391K Sell
6,135
-2,724
-31% -$199K 0.02% 320
2022
Q2 		$626K Buy
8,859
+479
+6% +$35.3K 0.03% 280
2022
Q1 		$645K Buy
+8,380
New +$670K 0.02% 280
2021
Q1 		– Sell
-7,605
Closed -$514K – 446
2020
Q4 		$514K Buy
+7,605
New +$493K 0.02% 307

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab's OTIS Position: Q2 2026 in Review

BI Asset Management Fondsmaeglerselskab reduced its Otis Worldwide (OTIS) stake by 4.2% in Q2 2026, selling an estimated $534K and leaving 164,056 shares worth $10.6M. The position accounts for 0.08% of the portfolio, ranked #187.

BI Asset Management Fondsmaeglerselskab first reported a position in OTIS in Q4 2020 and has held it in 19 quarters since. The position peaked at $11.7M in Q1 2026. 763 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • BI Asset Management Fondsmaeglerselskab held 164,056 shares of Otis Worldwide worth $10.6M as of Q2 2026.
  • BI Asset Management Fondsmaeglerselskab sold 7,147 Otis Worldwide shares in Q2 2026, an estimated $534K.
  • Otis Worldwide made up 0.08% of BI Asset Management Fondsmaeglerselskab's portfolio in Q2 2026, its #187 holding.
  • BI Asset Management Fondsmaeglerselskab first reported a position in Otis Worldwide in Q4 2020 and has held it in 19 quarters since.
  • BI Asset Management Fondsmaeglerselskab's Otis Worldwide position peaked at $11.7M in Q1 2026.
  • 763 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on BI Asset Management Fondsmaeglerselskab's 13F filing for Q2 2026, filed 10 Aug 2026.