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Lugano Financial Advisors SA (LFA)’s Otis Worldwide OTIS Stock Holding History

Lugano Financial Advisors SA (LFA)’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
-75
Closed -$6.55K – 233
2025
Q4 		$6.55K Hold
75
– – ﹤0.01% 230
2025
Q3 		$6.86K Hold
75
– – ﹤0.01% 224
2025
Q2 		$7.43K Buy
+75
New +$7.24K ﹤0.01% 223
2023
Q3 		– Sell
-1,041
Closed -$92.7K – 205
2023
Q2 		$92.7K Buy
+1,041
New +$87.7K 0.06% 105
2023
Q1 		– Sell
-360
Closed -$28.2K – 116
2022
Q4 		$28.2K Hold
360
– – 0.02% 103
2022
Q3 		$23K Hold
360
– – 0.02% 98
2022
Q2 		$25K Hold
360
– – 0.02% 104
2022
Q1 		$27K Buy
+360
New +$28.8K 0.02% 90

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s OTIS Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 75 shares — an estimated $6.55K sold.

Lugano Financial Advisors SA (LFA) first reported a position in OTIS in Q1 2022 and held it in 8 quarters. The position peaked at $92.7K in Q2 2023. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 75 Otis Worldwide shares in Q1 2026, an estimated $6.55K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Otis Worldwide in Q1 2022 and held it in 8 quarters.
  • Lugano Financial Advisors SA (LFA)'s Otis Worldwide position peaked at $92.7K in Q2 2023.
  • 1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.