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 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 $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

LGT Group Foundation's OTIS Position: Q1 2026 in Review

LGT Group Foundation held its Otis Worldwide (OTIS) position steady in Q1 2026 at 3,606 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

LGT Group Foundation first reported a position in OTIS in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.14M in Q1 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

LGT Group Foundation held 3,606 shares of Otis Worldwide worth $278K as of Q1 2026.
LGT Group Foundation left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up ﹤0.01% of LGT Group Foundation's portfolio in Q1 2026, its #260 holding.
LGT Group Foundation first reported a position in Otis Worldwide in Q4 2021 and has held it in 17 quarters since.
LGT Group Foundation's Otis Worldwide position peaked at $2.14M in Q1 2023.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.