Lombard Odier Asset Management (Switzerland)’s Otis Worldwide OTIS Stock Holding History

Lombard Odier Asset Management (Switzerland)’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	$1.06M	Buy	13,760 +1,200	+10%	+$105K	0.04%	292
2025 Q4	$1.1M	Hold	12,560	–	–	0.05%	230
2025 Q3	$1.15M	Buy	+12,560	New	+$1.14M	0.05%	218
2025 Q1	–	Sell	-12,464	Closed	-$1.15M	–	279
2024 Q4	$1.15M	Buy	12,464 +2,224	+22%	+$223K	0.09%	198
2024 Q3	$1.06M	Buy	+10,240	New	+$976K	0.09%	188
2024 Q2	–	Sell	-12,502	Closed	-$1.24M	–	312
2024 Q1	$1.24M	Buy	12,502 +2,412	+24%	+$223K	0.09%	205
2023 Q4	$903K	Buy	+10,090	New	+$839K	0.12%	133
2023 Q2	–	Sell	-11,309	Closed	-$954K	–	315
2023 Q1	$954K	Buy	11,309 +6,450	+133%	+$534K	0.08%	204
2022 Q4	$381K	Buy	+4,859	New	+$359K	0.03%	298
2022 Q3	–	Sell	-3,282	Closed	-$232K	–	330
2022 Q2	$232K	Buy	+3,282	New	+$242K	0.02%	297
2022 Q1	–	Sell	-8,103	Closed	-$706K	–	329
2021 Q4	$706K	Buy	+8,103	New	+$678K	0.05%	182
2021 Q3	–	Sell	-8,378	Closed	-$685K	–	400
2021 Q2	$685K	Buy	8,378 +5,280	+170%	+$406K	0.03%	267
2021 Q1	$212K	Buy	+3,098	New	+$203K	0.01%	379
2020 Q4	–	Sell	-5,683	Closed	-$355K	–	292
2020 Q3	$355K	Buy	+5,683	New	+$348K	0.04%	278

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 $315B AUM 27.84% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s OTIS Position: Q1 2026 in Review

Lombard Odier Asset Management (Switzerland) increased its Otis Worldwide (OTIS) stake by 9.6% in Q1 2026, buying an estimated $105K and bringing the position to 13,760 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #292.

Lombard Odier Asset Management (Switzerland) first reported a position in OTIS in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.24M in Q1 2024. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Lombard Odier Asset Management (Switzerland) held 13,760 shares of Otis Worldwide worth $1.06M as of Q1 2026.
Lombard Odier Asset Management (Switzerland) bought 1,200 Otis Worldwide shares in Q1 2026, an estimated $105K.
Otis Worldwide made up 0.04% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q1 2026, its #292 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in Otis Worldwide in Q3 2020 and has held it in 14 quarters since.
Lombard Odier Asset Management (Switzerland)'s Otis Worldwide position peaked at $1.24M in Q1 2024.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2026, filed 15 May 2026.