GAM Holding’s Otis Worldwide OTIS Stock Holding History

GAM Holding’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
2025 Q4	–	Sell	-4,000	Closed	-$366K	–	333
2025 Q3	$366K	Buy	+4,000	New	+$363K	0.02%	250

Other funds holding OTIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GAM Holding's OTIS Position: Q4 2025 in Review

GAM Holding sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 4,000 shares — an estimated $366K sold.

GAM Holding first reported a position in OTIS in Q3 2025 and held it in 1 quarter. The position peaked at $366K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

GAM Holding reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
GAM Holding sold 4,000 Otis Worldwide shares in Q4 2025, an estimated $366K.
GAM Holding first reported a position in Otis Worldwide in Q3 2025 and held it in 1 quarter.
GAM Holding's Otis Worldwide position peaked at $366K in Q3 2025.
1,308 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on GAM Holding's 13F filing for Q4 2025, filed 17 Feb 2026.