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Erste Asset Management’s Otis Worldwide OTIS Stock Holding History

Erste Asset Management’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 		$24.5M Buy
337,299
+158,623
+89% +$11.8M 0.19% 126
2026
Q1 		$13.6M Sell
178,676
-9,407
-5% -$823K 0.13% 166
2025
Q4 		$16.5M Buy
188,083
+60,565
+47% +$5.42M 0.14% 151
2025
Q3 		$11.6M Sell
127,518
-6,495
-5% -$590K 0.11% 172
2025
Q2 		$13.1M Buy
134,013
+46,384
+53% +$4.48M 0.11% 169
2025
Q1 		$8.97M Buy
+87,629
New +$8.56M 0.12% 169
2024
Q1 		– Sell
-2,701
Closed -$242K – 563
2023
Q4 		$242K Sell
2,701
-50,160
-95% -$4.17M ﹤0.01% 476
2023
Q3 		$4.25M Buy
52,861
+3,398
+7% +$291K 0.07% 217
2023
Q2 		$4.38M Buy
49,463
+4,054
+9% +$342K 0.08% 226
2023
Q1 		$3.77M Sell
45,409
-155
-0.3% -$12.8K 0.07% 242
2022
Q4 		$3.6M Buy
45,564
+1,167
+3% +$86.2K 0.08% 235
2022
Q3 		$2.86M Buy
44,397
+1,618
+4% +$118K 0.06% 250
2022
Q2 		$2.99M Sell
42,779
-2,752
-6% -$203K 0.07% 252
2022
Q1 		$3.54M Sell
45,531
-5,489
-11% -$439K 0.07% 250
2021
Q4 		$4.43M Sell
51,020
-160
-0.3% -$13.4K 0.08% 210
2021
Q3 		$4.26M Sell
51,180
-2,120
-4% -$186K 0.08% 215
2021
Q2 		$4.37M Buy
53,300
+18,300
+52% +$1.41M 0.09% 220
2021
Q1 		$2.44M Buy
+35,000
New +$2.29M 0.06% 249

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Erste Asset Management's OTIS Position: Q2 2026 in Review

Erste Asset Management increased its Otis Worldwide (OTIS) stake by 89% in Q2 2026, buying an estimated $11.8M and bringing the position to 337,299 shares worth $24.5M. The position accounts for 0.19% of the portfolio, ranked #126.

Erste Asset Management first reported a position in OTIS in Q1 2021 and has held it in 18 quarters since. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Erste Asset Management held 337,299 shares of Otis Worldwide worth $24.5M as of Q2 2026.
  • Erste Asset Management bought 158,623 Otis Worldwide shares in Q2 2026, an estimated $11.8M.
  • Otis Worldwide made up 0.19% of Erste Asset Management's portfolio in Q2 2026, its #126 holding.
  • Erste Asset Management first reported a position in Otis Worldwide in Q1 2021 and has held it in 18 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.