LGT Group Foundation’s Otis Worldwide OTIS Stock Holding History

LGT Group Foundation’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	$201K	Sell	2,814 -792	-22%	-$59.2K	﹤0.01%	282
2026 Q1	$278K	Hold	3,606	–	–	﹤0.01%	260
2025 Q4	$317K	Sell	3,606 -1,700	-32%	-$152K	﹤0.01%	254
2025 Q3	$490K	Hold	5,306	–	–	0.01%	230
2025 Q2	$525K	Hold	5,306	–	–	0.01%	231
2025 Q1	$548K	Hold	5,306	–	–	0.01%	224
2024 Q4	$491K	Sell	5,306 -210	-4%	-$21.1K	0.01%	214
2024 Q3	$578K	Buy	5,516 +210	+4%	+$20K	0.01%	227
2024 Q2	$511K	Buy	5,306 +2,721	+105%	+$262K	0.01%	221
2024 Q1	$257K	Sell	2,585 -1,731	-40%	-$160K	0.01%	225
2023 Q4	$387K	Buy	+4,316	New	+$359K	0.01%	217
2023 Q3	–	Sell	-21,325	Closed	-$1.9M	–	266
2023 Q2	$1.9M	Sell	21,325 -4,029	-16%	-$339K	0.05%	195
2023 Q1	$2.14M	Sell	25,354 -455	-2%	-$37.6K	0.06%	192
2022 Q4	$2.02M	Sell	25,809 -133	-0.5%	-$9.82K	0.06%	189
2022 Q3	$1.66M	Hold	25,942	–	–	0.06%	171
2022 Q2	$1.83M	Sell	25,942 -975	-4%	-$71.8K	0.06%	183
2022 Q1	$2.05M	Buy	26,917 +4,573	+20%	+$365K	0.05%	193
2021 Q4	$1.95M	Buy	+22,344	New	+$1.87M	0.05%	190

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

LGT Group Foundation's OTIS Position: Q2 2026 in Review

LGT Group Foundation reduced its Otis Worldwide (OTIS) stake by 22% in Q2 2026, selling an estimated $59.2K and leaving 2,814 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

LGT Group Foundation first reported a position in OTIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.14M in Q1 2023. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

LGT Group Foundation held 2,814 shares of Otis Worldwide worth $201K as of Q2 2026.
LGT Group Foundation sold 792 Otis Worldwide shares in Q2 2026, an estimated $59.2K.
Otis Worldwide made up ﹤0.01% of LGT Group Foundation's portfolio in Q2 2026, its #282 holding.
LGT Group Foundation first reported a position in Otis Worldwide in Q4 2021 and has held it in 18 quarters since.
LGT Group Foundation's Otis Worldwide position peaked at $2.14M in Q1 2023.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.