Itau Unibanco Holding S.A.’s Otis Worldwide OTIS Stock Holding History

Itau Unibanco Holding S.A.’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	-338	Closed	-$30.9K	–	448
2025 Q3	$30.9K	Sell	338 -17	-5%	-$1.54K	﹤0.01%	304
2025 Q2	$35.2K	Sell	355 -41	-10%	-$3.96K	﹤0.01%	297
2025 Q1	$41K	Sell	396 -42	-10%	-$4.1K	﹤0.01%	292
2024 Q4	$40.6K	Buy	438 +361	+469%	+$36.2K	﹤0.01%	291
2024 Q3	$8K	Buy	+77	New	+$7.34K	﹤0.01%	279
2022 Q4	–	Sell	-1,242	Closed	-$79K	–	607
2022 Q3	$79K	Buy	+1,242	New	+$90.9K	﹤0.01%	352
2021 Q4	–	Sell	-1,146	Closed	-$94K	–	459
2021 Q3	$94K	Buy	+1,146	New	+$101K	0.01%	192

Other funds holding OTIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Itau Unibanco Holding S.A.'s OTIS Position: Q4 2025 in Review

Itau Unibanco Holding S.A. sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 338 shares — an estimated $30.9K sold.

Itau Unibanco Holding S.A. first reported a position in OTIS in Q3 2021 and held it in 7 quarters. The position peaked at $94K in Q3 2021. 1,311 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Itau Unibanco Holding S.A. reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 338 Otis Worldwide shares in Q4 2025, an estimated $30.9K.
Itau Unibanco Holding S.A. first reported a position in Otis Worldwide in Q3 2021 and held it in 7 quarters.
Itau Unibanco Holding S.A.'s Otis Worldwide position peaked at $94K in Q3 2021.
1,311 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2025, filed 13 Feb 2026.