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Sarasin & Partners’s Otis Worldwide OTIS Stock Holding History

Sarasin & Partners’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 		$2.14M Sell
29,891
-516,392
-95% -$38.6M 0.03% 69
2026
Q1 		$42.1M Sell
546,283
-1,988,296
-78% -$174M 0.51% 39
2025
Q4 		$221M Sell
2,534,579
-1,076,225
-30% -$96.3M 2.3% 16
2025
Q3 		$330M Buy
3,610,804
+29,408
+0.8% +$2.67M 3.23% 9
2025
Q2 		$355M Sell
3,581,396
-60,804
-2% -$5.87M 3.53% 8
2025
Q1 		$376M Sell
3,642,200
-411,115
-10% -$40.2M 4.08% 7
2024
Q4 		$375M Buy
4,053,315
+229,523
+6% +$23M 4.14% 9
2024
Q3 		$397M Sell
3,823,792
-311,479
-8% -$29.7M 3.75% 8
2024
Q2 		$398M Buy
4,135,271
+883,659
+27% +$85.2M 3.53% 7
2024
Q1 		$323M Buy
3,251,612
+328,539
+11% +$30.4M 3.18% 12
2023
Q4 		$262M Sell
2,923,073
-23,715
-0.8% -$1.97M 2.88% 10
2023
Q3 		$237M Buy
2,946,788
+94,340
+3% +$8.07M 2.96% 10
2023
Q2 		$254M Sell
2,852,448
-3,471,476
-55% -$292M 2.94% 11
2023
Q1 		$534M Buy
6,323,924
+3,312,284
+110% +$274M 2.87% 10
2022
Q4 		$236M Sell
3,011,640
-547,146
-15% -$40.4M 3.09% 10
2022
Q3 		$227M Sell
3,558,786
-62,558
-2% -$4.58M 3.15% 9
2022
Q2 		$256M Sell
3,621,344
-83,946
-2% -$6.18M 3.23% 9
2022
Q1 		$285M Buy
3,705,290
+40,912
+1% +$3.27M 2.87% 14
2021
Q4 		$319M Buy
3,664,378
+174,885
+5% +$14.6M 2.91% 10
2021
Q3 		$287M Buy
3,489,493
+69,140
+2% +$6.08M 2.9% 11
2021
Q2 		$280M Sell
3,420,353
-308,552
-8% -$23.7M 2.92% 12
2021
Q1 		$255M Buy
3,728,905
+511,127
+16% +$33.4M 3.01% 12
2020
Q4 		$217M Buy
3,217,778
+282,135
+10% +$18.3M 2.88% 13
2020
Q3 		$183M Buy
2,935,643
+714,784
+32% +$43.7M 2.65% 15
2020
Q2 		$126M Buy
+2,220,859
New +$115M 2.02% 21

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
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
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
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sarasin & Partners's OTIS Position: Q2 2026 in Review

Sarasin & Partners reduced its Otis Worldwide (OTIS) stake by 95% in Q2 2026, selling an estimated $38.6M and leaving 29,891 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #69.

Sarasin & Partners first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $534M in Q1 2023. 256 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Sarasin & Partners held 29,891 shares of Otis Worldwide worth $2.14M as of Q2 2026.
  • Sarasin & Partners sold 516,392 Otis Worldwide shares in Q2 2026, an estimated $38.6M.
  • Otis Worldwide made up 0.03% of Sarasin & Partners's portfolio in Q2 2026, its #69 holding.
  • Sarasin & Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Sarasin & Partners's Otis Worldwide position peaked at $534M in Q1 2023.
  • 256 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Sarasin & Partners's 13F filing for Q2 2026, filed 7 Jul 2026.