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Första AP-fonden’s Otis Worldwide OTIS Stock Holding History

Första 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
Q1 		– Sell
-76,200
Closed -$6.66M – 370
2025
Q4 		$6.66M Sell
76,200
-69,100
-48% -$6.18M 0.04% 356
2025
Q3 		$13.3M Buy
145,300
+14,700
+11% +$1.33M 0.08% 211
2025
Q2 		$12.9M Sell
130,600
-500
-0.4% -$48.3K 0.09% 199
2025
Q1 		$13.5M Sell
131,100
-1,200
-0.9% -$117K 0.1% 176
2024
Q4 		$12.3M Sell
132,300
-1,600
-1% -$160K 0.09% 217
2024
Q3 		$13.9M Buy
133,900
+13,400
+11% +$1.28M 0.11% 186
2024
Q2 		$11.6M Sell
120,500
-10,800
-8% -$1.04M 0.1% 184
2024
Q1 		$13M Buy
131,300
+30,300
+30% +$2.8M 0.11% 188
2023
Q4 		$9.04M Sell
101,000
-4,800
-5% -$399K 0.09% 227
2023
Q3 		$8.5M Sell
105,800
-400
-0.4% -$34.2K 0.09% 227
2023
Q2 		$9.45M Buy
106,200
+33,900
+47% +$2.86M 0.1% 215
2023
Q1 		$6.1M Sell
72,300
-92,600
-56% -$7.66M 0.07% 302
2022
Q4 		$12.9M Buy
164,900
+82,800
+101% +$6.11M 0.15% 150
2022
Q3 		$5.24M Sell
82,100
-12,400
-13% -$907K 0.06% 328
2022
Q2 		$6.68M Buy
94,500
+10,700
+13% +$788K 0.09% 268
2022
Q1 		$6.45M Sell
83,800
-37,100
-31% -$2.97M 0.07% 313
2021
Q4 		$10.5M Sell
120,900
-16,700
-12% -$1.4M 0.11% 231
2021
Q3 		$11.3M Buy
137,600
+30,100
+28% +$2.65M 0.13% 181
2021
Q2 		$8.79M Buy
107,500
+36,600
+52% +$2.82M 0.1% 233
2021
Q1 		$4.85M Sell
70,900
-6,600
-9% -$431K 0.07% 353
2020
Q4 		$5.24M Sell
77,500
-9,900
-11% -$642K 0.08% 304
2020
Q3 		$5.46M Buy
87,400
+38,300
+78% +$2.34M 0.11% 188
2020
Q2 		$2.79M Buy
+49,100
New +$2.54M 0.07% 295

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Första AP-fonden's OTIS Position: Q1 2026 in Review

Första AP-fonden sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 76,200 shares — an estimated $6.66M sold.

Första AP-fonden first reported a position in OTIS in Q2 2020 and held it in 23 quarters. The position peaked at $13.9M in Q3 2024. 1,244 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Första AP-fonden reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Första AP-fonden sold 76,200 Otis Worldwide shares in Q1 2026, an estimated $6.66M.
  • Första AP-fonden first reported a position in Otis Worldwide in Q2 2020 and held it in 23 quarters.
  • Första AP-fonden's Otis Worldwide position peaked at $13.9M in Q3 2024.
  • 1,244 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Första AP-fonden's 13F filing for Q1 2026.