Edmond de Rothschild Holding’s Otis Worldwide OTIS Stock Holding History

Edmond de Rothschild Holding’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	$11.6K	Hold	150	–	–	﹤0.01%	510
2025 Q4	$13.1K	Hold	150	–	–	﹤0.01%	524
2025 Q3	$13.7K	Hold	150	–	–	﹤0.01%	524
2025 Q2	$14.9K	Hold	150	–	–	﹤0.01%	515
2025 Q1	$15.5K	Hold	150	–	–	﹤0.01%	521
2024 Q4	$13.9K	Hold	150	–	–	﹤0.01%	561
2024 Q3	$15.6K	Hold	150	–	–	﹤0.01%	587
2024 Q2	$14.4K	Hold	150	–	–	﹤0.01%	626
2024 Q1	$14.9K	Hold	150	–	–	﹤0.01%	632
2023 Q4	$13.4K	Hold	150	–	–	﹤0.01%	646
2023 Q3	$12K	Sell	150 -449	-75%	-$38.4K	﹤0.01%	654
2023 Q2	$53.3K	Hold	599	–	–	﹤0.01%	576
2023 Q1	$50.6K	Buy	599 +449	+299%	+$37.2K	﹤0.01%	590
2022 Q4	$11.7K	Hold	150	–	–	﹤0.01%	736
2022 Q3	$10K	Sell	150 -250	-63%	-$18.3K	﹤0.01%	772
2022 Q2	$29K	Sell	400 -1,940	-83%	-$143K	﹤0.01%	713
2022 Q1	$181K	Buy	2,340 +615	+36%	+$49.2K	﹤0.01%	512
2021 Q4	$150K	Hold	1,725	–	–	﹤0.01%	574
2021 Q3	$142K	Buy	1,725 +1,325	+331%	+$117K	﹤0.01%	583
2021 Q2	$32K	Hold	400	–	–	﹤0.01%	692
2021 Q1	$27K	Sell	400 -1,270	-76%	-$83K	﹤0.01%	657
2020 Q4	$112K	Hold	1,670	–	–	﹤0.01%	498
2020 Q3	$104K	Hold	1,670	–	–	﹤0.01%	464
2020 Q2	$96K	Buy	+1,670	New	+$86.5K	﹤0.01%	443

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Edmond de Rothschild Holding's OTIS Position: Q1 2026 in Review

Edmond de Rothschild Holding held its Otis Worldwide (OTIS) position steady in Q1 2026 at 150 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Edmond de Rothschild Holding first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $181K in Q1 2022. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Edmond de Rothschild Holding held 150 shares of Otis Worldwide worth $11.6K as of Q1 2026.
Edmond de Rothschild Holding left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #510 holding.
Edmond de Rothschild Holding first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
Edmond de Rothschild Holding's Otis Worldwide position peaked at $181K in Q1 2022.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.