QPBE
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Quintet Private Bank (Europe)’s Otis Worldwide OTIS Stock Holding History

Quintet Private Bank (Europe)’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 		$10.4M Sell
144,733
-11,043
-7% -$825K 0.65% 34
2026
Q1 		$12M Sell
155,776
-8,284
-5% -$725K 0.8% 32
2025
Q4 		$14.3M Sell
164,060
-3,251
-2% -$291K 0.83% 30
2025
Q3 		$15.3M Sell
167,311
-94,411
-36% -$8.57M 0.86% 29
2025
Q2 		$25.9M Sell
261,722
-28,214
-10% -$2.72M 1.5% 23
2025
Q1 		$29.9M Buy
289,936
+9,467
+3% +$925K 1.76% 20
2024
Q4 		$26M Buy
280,469
+12,852
+5% +$1.29M 1.43% 22
2024
Q3 		$27.8M Buy
267,617
+34,088
+15% +$3.25M 1.59% 22
2024
Q2 		$25.5M Sell
233,529
-23,635
-9% -$2.28M 1.48% 22
2024
Q1 		$29.3M Sell
257,164
-25,342
-9% -$2.34M 1.31% 25
2023
Q4 		$25.3M Buy
282,506
+49,329
+21% +$4.1M 1.57% 20
2023
Q3 		$18.7M Buy
233,177
+228,497
+4,882% +$19.5M 1.25% 24
2023
Q2 		$415K Buy
4,680
+2,861
+157% +$241K 0.02% 108
2023
Q1 		$154K Buy
+1,819
New +$151K 0.01% 157
2022
Q2 		$415K Buy
+4,680
New +$345K 0.02% 108

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Quintet Private Bank (Europe)'s OTIS Position: Q2 2026 in Review

Quintet Private Bank (Europe) reduced its Otis Worldwide (OTIS) stake by 7.1% in Q2 2026, selling an estimated $825K and leaving 144,733 shares worth $10.4M. The position accounts for 0.65% of the portfolio, ranked #34.

Quintet Private Bank (Europe) first reported a position in OTIS in Q2 2022 and has held it in 15 quarters since. The position peaked at $29.9M in Q1 2025. 333 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Quintet Private Bank (Europe) held 144,733 shares of Otis Worldwide worth $10.4M as of Q2 2026.
  • Quintet Private Bank (Europe) sold 11,043 Otis Worldwide shares in Q2 2026, an estimated $825K.
  • Otis Worldwide made up 0.65% of Quintet Private Bank (Europe)'s portfolio in Q2 2026, its #34 holding.
  • Quintet Private Bank (Europe) first reported a position in Otis Worldwide in Q2 2022 and has held it in 15 quarters since.
  • Quintet Private Bank (Europe)'s Otis Worldwide position peaked at $29.9M in Q1 2025.
  • 333 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Quintet Private Bank (Europe)'s 13F filing for Q2 2026, filed 13 Jul 2026.