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Lazard Frères Gestion’s Otis Worldwide OTIS Stock Holding History

Lazard Frères Gestion’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 		$101M Buy
1,417,110
+76,146
+6% +$5.69M 1.76% 17
2026
Q1 		$103M Buy
1,340,964
+31,804
+2% +$2.78M 2.04% 17
2025
Q4 		$114M Buy
1,309,160
+235,316
+22% +$21.1M 2.06% 16
2025
Q3 		$98.2M Buy
1,073,844
+160,091
+18% +$14.5M 1.87% 17
2025
Q2 		$90.5M Buy
913,753
+133,473
+17% +$12.9M 1.89% 16
2025
Q1 		$80.5M Sell
780,280
-324,489
-29% -$31.7M 1.96% 16
2024
Q4 		$102M Buy
1,104,769
+84,671
+8% +$8.49M 2.05% 15
2024
Q3 		$106M Sell
1,020,098
-18,721
-2% -$1.78M 2.25% 15
2024
Q2 		$97.9M Buy
1,038,819
+3,371
+0.3% +$325K 2.26% 15
2024
Q1 		$100M Sell
1,035,448
-18,591
-2% -$1.72M 2.49% 13
2023
Q4 		$91.7M Buy
1,054,039
+2,250
+0.2% +$187K 2.64% 13
2023
Q3 		$83.1M Sell
1,051,789
-56,098
-5% -$4.8M 2.64% 13
2023
Q2 		$96.1M Sell
1,107,887
-12,755
-1% -$1.07M 2.95% 11
2023
Q1 		$82.3M Sell
1,120,642
-60,652
-5% -$5.02M 3.03% 11
2022
Q4 		$90.8M Sell
1,181,294
-50,380
-4% -$3.72M 3.29% 12
2022
Q3 		$79.1M Sell
1,231,674
-14,583
-1% -$1.07M 2.99% 12
2022
Q2 		$86.9M Sell
1,246,257
-85,039
-6% -$6.26M 3.12% 11
2022
Q1 		$99.8M Buy
+1,331,296
New +$106M 3.01% 11
2021
Q4 		– Sell
-1,329,531
Closed -$110M – 71
2021
Q3 		$110M Buy
1,329,531
+43,699
+3% +$3.84M 3.08% 11
2021
Q2 		$88.7M Sell
1,285,832
-21,841
-2% -$1.68M 2.86% 13
2021
Q1 		$76.3M Buy
1,307,673
+149,814
+13% +$9.79M 2.66% 14
2020
Q4 		$78.3M Buy
+1,157,859
New +$75.1M 2.5% 16

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Lazard Frères Gestion's OTIS Position: Q2 2026 in Review

Lazard Frères Gestion increased its Otis Worldwide (OTIS) stake by 5.7% in Q2 2026, buying an estimated $5.69M and bringing the position to 1,417,110 shares worth $101M. The position accounts for 1.76% of the portfolio, ranked #17.

Lazard Frères Gestion first reported a position in OTIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $114M in Q4 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Lazard Frères Gestion held 1,417,110 shares of Otis Worldwide worth $101M as of Q2 2026.
  • Lazard Frères Gestion bought 76,146 Otis Worldwide shares in Q2 2026, an estimated $5.69M.
  • Otis Worldwide made up 1.76% of Lazard Frères Gestion's portfolio in Q2 2026, its #17 holding.
  • Lazard Frères Gestion first reported a position in Otis Worldwide in Q4 2020 and has held it in 22 quarters since.
  • Lazard Frères Gestion's Otis Worldwide position peaked at $114M in Q4 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Lazard Frères Gestion's 13F filing for Q2 2026, filed 6 Aug 2026.