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Leonteq Securities AG’s Otis Worldwide OTIS Stock Holding History

Leonteq Securities AG’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 		$46.5K Sell
649
-206
-24% -$15.4K ﹤0.01% 821
2026
Q1 		$65.9K Sell
855
-577
-40% -$50.5K ﹤0.01% 818
2025
Q4 		$125K Buy
1,432
+318
+29% +$28.4K ﹤0.01% 761
2025
Q3 		$102K Buy
1,114
+537
+93% +$48.7K ﹤0.01% 743
2025
Q2 		$57.1K Sell
577
-57
-9% -$5.5K ﹤0.01% 825
2025
Q1 		$65.4K Sell
634
-271
-30% -$26.5K ﹤0.01% 794
2024
Q4 		$83.8K Buy
905
+54
+6% +$5.42K 0.01% 725
2024
Q3 		$88.5K Sell
851
-379
-31% -$36.1K 0.01% 646
2024
Q2 		$118K Buy
1,230
+385
+46% +$37.1K 0.01% 591
2024
Q1 		$83.9K Sell
845
-55
-6% -$5.08K 0.01% 669
2023
Q4 		$80.5K Hold
900
– – ﹤0.01% 678
2023
Q3 		$72.3K Hold
900
– – ﹤0.01% 720
2023
Q2 		$80.1K Sell
900
-959
-52% -$80.8K ﹤0.01% 732
2023
Q1 		$157K Hold
1,859
– – 0.01% 568
2022
Q4 		$146K Hold
1,859
– – 0.01% 603
2022
Q3 		$119K Sell
1,859
-225
-11% -$16.5K ﹤0.01% 617
2022
Q2 		$147K Sell
2,084
-307
-13% -$22.6K 0.01% 606
2022
Q1 		$184K Hold
2,391
– – 0.01% 605
2021
Q4 		$208K Hold
2,391
– – 0.01% 616
2021
Q3 		$197K Hold
2,391
– – 0.01% 593
2021
Q2 		$196K Sell
2,391
-300
-11% -$23.1K 0.01% 579
2021
Q1 		$184K Sell
2,691
-356
-12% -$23.3K 0.01% 567
2020
Q4 		$206K Buy
+3,047
New +$198K 0.01% 562

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

Leonteq Securities AG's OTIS Position: Q2 2026 in Review

Leonteq Securities AG reduced its Otis Worldwide (OTIS) stake by 24% in Q2 2026, selling an estimated $15.4K and leaving 649 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Leonteq Securities AG first reported a position in OTIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $208K in Q4 2021. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Leonteq Securities AG held 649 shares of Otis Worldwide worth $46.5K as of Q2 2026.
  • Leonteq Securities AG sold 206 Otis Worldwide shares in Q2 2026, an estimated $15.4K.
  • Otis Worldwide made up ﹤0.01% of Leonteq Securities AG's portfolio in Q2 2026, its #821 holding.
  • Leonteq Securities AG first reported a position in Otis Worldwide in Q4 2020 and has held it in 23 quarters since.
  • Leonteq Securities AG's Otis Worldwide position peaked at $208K in Q4 2021.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.