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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 – 608
2022
Q3 		$79K Buy
+1,242
New +$90.9K ﹤0.01% 352
2021
Q4 		– Sell
-1,146
Closed -$94K – 463
2021
Q3 		$94K Buy
+1,146
New +$101K 0.01% 192

Other funds holding OTIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return