EAMA
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EFG Asset Management (Americas)’s Otis Worldwide OTIS Stock Holding History

EFG Asset Management (Americas)’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
2025
Q3 		$4.48M Buy
49,029
+192
+0.4% +$17.4K 0.77% 41
2025
Q2 		$4.84M Buy
48,837
+4,432
+10% +$428K 0.89% 37
2025
Q1 		$4.58M Sell
44,405
-1,124
-2% -$110K 0.93% 38
2024
Q4 		$4.22M Sell
45,529
-27,175
-37% -$2.73M 0.82% 38
2024
Q3 		$7.56M Sell
72,704
-4,954
-6% -$472K 1.48% 22
2024
Q2 		$7.48M Buy
77,658
+22,285
+40% +$2.15M 1.46% 21
2024
Q1 		$5.5M Sell
55,373
-22,624
-29% -$2.09M 1.67% 16
2023
Q4 		$6.98M Sell
77,997
-3,131
-4% -$260K 1.51% 17
2023
Q3 		$6.52M Buy
81,128
+446
+0.6% +$38.1K 1.56% 15
2023
Q2 		$7.18M Sell
80,682
-4,016
-5% -$338K 1.66% 16
2023
Q1 		$7.15M Buy
84,698
+14,283
+20% +$1.18M 1.71% 13
2022
Q4 		$5.51M Sell
70,415
-17,803
-20% -$1.31M 1.36% 27
2022
Q3 		$5.65M Sell
88,218
-4,678
-5% -$342K 1.43% 25
2022
Q2 		$6.58M Sell
92,896
-2,492
-3% -$184K 1.55% 24
2022
Q1 		$7.36M Sell
95,388
-35,215
-27% -$2.81M 1.36% 26
2021
Q4 		$11.4M Sell
130,603
-1,631
-1% -$137K 1.92% 17
2021
Q3 		$10.9M Buy
132,234
+21,787
+20% +$1.92M 1.94% 16
2021
Q2 		$9.05M Buy
110,447
+2,025
+2% +$156K 1.68% 18
2021
Q1 		$7.44M Buy
108,422
+3,523
+3% +$230K 1.52% 24
2020
Q4 		$7.09M Buy
104,899
+4,950
+5% +$321K 1.45% 22
2020
Q3 		$6.24M Buy
99,949
+85,927
+613% +$5.26M 1.4% 25
2020
Q2 		$797K Buy
+14,022
New +$727K 0.21% 94

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

EFG Asset Management (Americas)'s OTIS Position: Q3 2025 in Review

EFG Asset Management (Americas) increased its Otis Worldwide (OTIS) stake by 0.39% in Q3 2025, buying an estimated $17.4K and bringing the position to 49,029 shares worth $4.48M. The position accounts for 0.77% of the portfolio, ranked #41.

EFG Asset Management (Americas) first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $11.4M in Q4 2021. 1,251 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • EFG Asset Management (Americas) held 49,029 shares of Otis Worldwide worth $4.48M as of Q3 2025.
  • EFG Asset Management (Americas) bought 192 Otis Worldwide shares in Q3 2025, an estimated $17.4K.
  • Otis Worldwide made up 0.77% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #41 holding.
  • EFG Asset Management (Americas) first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
  • EFG Asset Management (Americas)'s Otis Worldwide position peaked at $11.4M in Q4 2021.
  • 1,251 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.