J. Safra Sarasin Holding’s Otis Worldwide OTIS Stock Holding History

J. Safra Sarasin 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
2026 Q2	$26M	Hold	337,541	–	–	0.37%	68
2026 Q1	$26M	Sell	337,541 -23,632	-7%	-$2.07M	0.44%	65
2025 Q4	$31.5M	Sell	361,173 -6,856	-2%	-$613K	0.51%	61
2025 Q3	$33.6M	Buy	368,029 +28,639	+8%	+$2.6M	0.54%	55
2025 Q2	$33.6M	Buy	339,390 +8,079	+2%	+$780K	0.58%	50
2025 Q1	$34.2M	Buy	331,311 +249	+0.1%	+$24.3K	0.62%	48
2024 Q4	$30.7M	Sell	331,062 -39,156	-11%	-$3.93M	0.52%	52
2024 Q3	$38.5M	Buy	370,218 +74,822	+25%	+$7.13M	0.67%	46
2024 Q2	$28.4M	Buy	+295,396	New	+$28.5M	0.52%	57

Other funds holding OTIS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

J. Safra Sarasin Holding's OTIS Position: Q2 2026 in Review

J. Safra Sarasin Holding held its Otis Worldwide (OTIS) position steady in Q2 2026 at 337,541 shares worth $26M. The position accounts for 0.37% of the portfolio, ranked #68.

J. Safra Sarasin Holding first reported a position in OTIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $38.5M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

J. Safra Sarasin Holding held 337,541 shares of Otis Worldwide worth $26M as of Q2 2026.
J. Safra Sarasin Holding left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.37% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #68 holding.
J. Safra Sarasin Holding first reported a position in Otis Worldwide in Q2 2024 and has held it in 9 quarters since.
J. Safra Sarasin Holding's Otis Worldwide position peaked at $38.5M in Q3 2024.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.