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Livforsakringsbolaget Skandia’s Otis Worldwide OTIS Stock Holding History

Livforsakringsbolaget Skandia’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 		– Sell
-2,912
Closed -$254K – 485
2025
Q4 		$254K Hold
2,912
– – 0.01% 304
2025
Q3 		$266K Sell
2,912
-200
-6% -$18.2K 0.01% 315
2025
Q2 		$308K Hold
3,112
– – 0.01% 315
2025
Q1 		$321K Hold
3,112
– – 0.02% 313
2024
Q4 		$288K Hold
3,112
– – 0.02% 328
2024
Q3 		$323K Buy
3,112
+2,235
+255% +$213K 0.02% 330
2024
Q2 		$84.4K Sell
877
-300
-25% -$28.9K 0.01% 316
2024
Q1 		$117K Hold
1,177
– – 0.01% 289
2023
Q4 		$105K Buy
1,177
+721
+158% +$60K 0.01% 305
2023
Q3 		$36.6K Hold
456
– – ﹤0.01% 367
2023
Q2 		$40.6K Hold
456
– – ﹤0.01% 359
2023
Q1 		$38.4K Hold
456
– – ﹤0.01% 373
2022
Q4 		$35.7K Hold
456
– – ﹤0.01% 383
2022
Q3 		$29K Sell
456
-1,800
-80% -$132K ﹤0.01% 403
2022
Q2 		$159K Sell
2,256
-2,600
-54% -$191K 0.01% 374
2022
Q1 		$374K Hold
4,856
– – 0.03% 316
2021
Q4 		$423K Hold
4,856
– – 0.03% 296
2021
Q3 		$400K Sell
4,856
-1,300
-21% -$114K 0.03% 375
2021
Q2 		$503K Hold
6,156
– – 0.03% 348
2021
Q1 		$421K Hold
6,156
– – 0.03% 349
2020
Q4 		$416K Buy
6,156
+1,700
+38% +$110K 0.04% 346
2020
Q3 		$278K Hold
4,456
– – 0.03% 330
2020
Q2 		$253K Buy
+4,456
New +$231K 0.03% 343

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Livforsakringsbolaget Skandia's OTIS Position: Q1 2026 in Review

Livforsakringsbolaget Skandia sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,912 shares — an estimated $254K sold.

Livforsakringsbolaget Skandia first reported a position in OTIS in Q2 2020 and held it in 23 quarters. The position peaked at $503K in Q2 2021. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Livforsakringsbolaget Skandia reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Livforsakringsbolaget Skandia sold 2,912 Otis Worldwide shares in Q1 2026, an estimated $254K.
  • Livforsakringsbolaget Skandia first reported a position in Otis Worldwide in Q2 2020 and held it in 23 quarters.
  • Livforsakringsbolaget Skandia's Otis Worldwide position peaked at $503K in Q2 2021.
  • 1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Livforsakringsbolaget Skandia's 13F filing for Q1 2026, filed 5 May 2026.