ECSS
OTIS icon

Eurizon Capital SGR SpA’s Otis Worldwide OTIS Stock Holding History

Eurizon Capital SGR SpA’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 		$4.87M Buy
68,024
+7,823
+13% +$584K 0.01% 438
2026
Q1 		$4.64M Sell
60,201
-13,390
-18% -$1.17M 0.01% 425
2025
Q4 		$6.43M Buy
+73,591
New +$6.58M 0.02% 334

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

Eurizon Capital SGR SpA's OTIS Position: Q2 2026 in Review

Eurizon Capital SGR SpA increased its Otis Worldwide (OTIS) stake by 13% in Q2 2026, buying an estimated $584K and bringing the position to 68,024 shares worth $4.87M. The position accounts for 0.01% of the portfolio, ranked #438.

Eurizon Capital SGR SpA first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.43M in Q4 2025. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Eurizon Capital SGR SpA held 68,024 shares of Otis Worldwide worth $4.87M as of Q2 2026.
  • Eurizon Capital SGR SpA bought 7,823 Otis Worldwide shares in Q2 2026, an estimated $584K.
  • Otis Worldwide made up 0.01% of Eurizon Capital SGR SpA's portfolio in Q2 2026, its #438 holding.
  • Eurizon Capital SGR SpA first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Eurizon Capital SGR SpA's Otis Worldwide position peaked at $6.43M in Q4 2025.
  • 1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Eurizon Capital SGR SpA's 13F filing for Q2 2026, filed 29 Jul 2026.