Compagnie Lombard Odier SCmA’s Otis Worldwide OTIS Stock Holding History

Compagnie Lombard Odier SCmA’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	$162K	Hold	2,268	–	–	﹤0.01%	291
2026 Q1	$175K	Hold	2,268	–	–	﹤0.01%	259
2025 Q4	$198K	Buy	+2,268	New	+$203K	﹤0.01%	252
2024 Q2	–	Sell	-560	Closed	-$54K	–	482
2024 Q1	$55.6K	Sell	560 -4,969	-90%	-$459K	﹤0.01%	349
2023 Q4	$495K	Buy	5,529 +4,129	+295%	+$343K	0.01%	223
2023 Q3	$112K	Sell	1,400 -3,255	-70%	-$278K	﹤0.01%	339
2023 Q2	$414K	Buy	4,655 +2,230	+92%	+$188K	0.01%	187
2023 Q1	$205K	Buy	2,425 +1,328	+121%	+$110K	0.01%	289
2022 Q4	$86K	Buy	1,097 +747	+213%	+$55.2K	﹤0.01%	411
2022 Q3	$22K	Hold	350	–	–	﹤0.01%	525
2022 Q2	$25K	Sell	350 -242	-41%	-$17.8K	﹤0.01%	498
2022 Q1	$46K	Hold	592	–	–	﹤0.01%	464
2021 Q4	$51K	Buy	+592	New	+$49.6K	﹤0.01%	504
2021 Q3	–	Sell	-307	Closed	-$27K	–	662
2021 Q2	$25K	Sell	307 -338	-52%	-$26K	﹤0.01%	542
2021 Q1	$44K	Buy	+645	New	+$42.2K	﹤0.01%	522
2020 Q4	–	Sell	-100	Closed	-$6.49K	–	603
2020 Q3	$6K	Sell	100 -2,395	-96%	-$146K	﹤0.01%	492
2020 Q2	$142K	Buy	+2,495	New	+$129K	﹤0.01%	300

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Compagnie Lombard Odier SCmA's OTIS Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA held its Otis Worldwide (OTIS) position steady in Q2 2026 at 2,268 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Compagnie Lombard Odier SCmA first reported a position in OTIS in Q2 2020 and has held it in 17 quarters since. The position peaked at $495K in Q4 2023. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Compagnie Lombard Odier SCmA held 2,268 shares of Otis Worldwide worth $162K as of Q2 2026.
Compagnie Lombard Odier SCmA left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #291 holding.
Compagnie Lombard Odier SCmA first reported a position in Otis Worldwide in Q2 2020 and has held it in 17 quarters since.
Compagnie Lombard Odier SCmA's Otis Worldwide position peaked at $495K in Q4 2023.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.