FISPB
OTIS icon

Fideuram - Intesa Sanpaolo Private Banking’s Otis Worldwide OTIS Stock Holding History

Fideuram - Intesa Sanpaolo Private Banking’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 		$1M Hold
14,007
– – 0.03% 295
2026
Q1 		$1.08M Hold
14,007
– – 0.04% 285
2025
Q4 		$1.22M Buy
+14,007
New +$1.25M 0.04% 266

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking's OTIS Position: Q2 2026 in Review

Fideuram - Intesa Sanpaolo Private Banking held its Otis Worldwide (OTIS) position steady in Q2 2026 at 14,007 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #295.

Fideuram - Intesa Sanpaolo Private Banking first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.22M in Q4 2025. 682 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Fideuram - Intesa Sanpaolo Private Banking held 14,007 shares of Otis Worldwide worth $1M as of Q2 2026.
  • Fideuram - Intesa Sanpaolo Private Banking left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.03% of Fideuram - Intesa Sanpaolo Private Banking's portfolio in Q2 2026, its #295 holding.
  • Fideuram - Intesa Sanpaolo Private Banking first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Fideuram - Intesa Sanpaolo Private Banking's Otis Worldwide position peaked at $1.22M in Q4 2025.
  • 682 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fideuram - Intesa Sanpaolo Private Banking's 13F filing for Q2 2026, filed 23 Jul 2026.