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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

J. Safra Sarasin Holding's OTIS Position: Q1 2026 in Review

J. Safra Sarasin Holding reduced its Otis Worldwide (OTIS) stake by 6.5% in Q1 2026, selling an estimated $2.07M and leaving 337,541 shares worth $26M. The position accounts for 0.44% of the portfolio, ranked #65.

J. Safra Sarasin Holding first reported a position in OTIS in Q2 2024 and has held it in 8 quarters since. The position peaked at $38.5M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

J. Safra Sarasin Holding held 337,541 shares of Otis Worldwide worth $26M as of Q1 2026.
J. Safra Sarasin Holding sold 23,632 Otis Worldwide shares in Q1 2026, an estimated $2.07M.
Otis Worldwide made up 0.44% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #65 holding.
J. Safra Sarasin Holding first reported a position in Otis Worldwide in Q2 2024 and has held it in 8 quarters since.
J. Safra Sarasin Holding's Otis Worldwide position peaked at $38.5M in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.