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Fjarde Ap-fonden’s Otis Worldwide OTIS Stock Holding History

Fjarde Ap-fonden’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 		$8.37M Sell
116,924
-2,300
-2% -$172K 0.04% 340
2026
Q1 		$9.19M Buy
119,224
+38,400
+48% +$3.36M 0.05% 301
2025
Q4 		$7.06M Sell
80,824
-1,800
-2% -$161K 0.06% 281
2025
Q3 		$7.55M Sell
82,624
-200
-0.2% -$18.2K 0.07% 263
2025
Q2 		$8.2M Buy
82,824
+24,600
+42% +$2.37M 0.08% 250
2025
Q1 		$6.01M Sell
58,224
-8,600
-13% -$840K 0.07% 266
2024
Q4 		$6.19M Buy
66,824
+3,100
+5% +$311K 0.06% 287
2024
Q3 		$6.62M Buy
+63,724
New +$6.07M 0.07% 286
2024
Q1 		$8.28M Buy
83,424
+13,800
+20% +$1.28M 0.09% 238
2023
Q4 		$6.23M Sell
69,624
-15,800
-18% -$1.31M 0.08% 266
2023
Q3 		$6.86M Sell
85,424
-11,800
-12% -$1.01M 0.09% 240
2023
Q2 		$8.65M Buy
97,224
+59,500
+158% +$5.01M 0.11% 205
2023
Q1 		$3.18M Sell
37,724
-9,900
-21% -$819K 0.04% 399
2022
Q4 		$3.73M Sell
47,624
-14,400
-23% -$1.06M 0.05% 360
2022
Q3 		$4.38M Hold
62,024
– – 0.06% 364
2022
Q2 		$4.38M Buy
62,024
+6,300
+11% +$464K 0.06% 364
2022
Q1 		$4.29M Sell
55,724
-30,000
-35% -$2.4M 0.04% 424
2021
Q4 		$7.46M Sell
85,724
-19,727
-19% -$1.65M 0.07% 298
2021
Q3 		$8.68M Sell
105,451
-11,649
-10% -$1.02M 0.08% 253
2021
Q2 		$9.57M Sell
117,100
-7,800
-6% -$600K 0.09% 228
2021
Q1 		$8.55M Buy
124,900
+2,200
+2% +$144K 0.08% 250
2020
Q4 		$8.29M Sell
122,700
-4,300
-3% -$279K 0.08% 243
2020
Q3 		$7.93M Buy
127,000
+7,700
+6% +$471K 0.09% 229
2020
Q2 		$6.78M Buy
+119,300
New +$6.18M 0.09% 238

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

Fjarde Ap-fonden's OTIS Position: Q2 2026 in Review

Fjarde Ap-fonden reduced its Otis Worldwide (OTIS) stake by 1.9% in Q2 2026, selling an estimated $172K and leaving 116,924 shares worth $8.37M. The position accounts for 0.04% of the portfolio, ranked #340.

Fjarde Ap-fonden first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $9.57M in Q2 2021. 1,229 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Fjarde Ap-fonden held 116,924 shares of Otis Worldwide worth $8.37M as of Q2 2026.
  • Fjarde Ap-fonden sold 2,300 Otis Worldwide shares in Q2 2026, an estimated $172K.
  • Otis Worldwide made up 0.04% of Fjarde Ap-fonden's portfolio in Q2 2026, its #340 holding.
  • Fjarde Ap-fonden first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Fjarde Ap-fonden's Otis Worldwide position peaked at $9.57M in Q2 2021.
  • 1,229 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fjarde Ap-fonden's 13F filing for Q2 2026, filed 29 Jul 2026.