Swedbank
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Swedbank’s Otis Worldwide OTIS Stock Holding History

Swedbank’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 		$19.1M Buy
267,246
+644
+0.2% +$48.1K 0.02% 406
2026
Q1 		$20.5M Buy
266,602
+18,400
+7% +$1.61M 0.02% 370
2025
Q4 		$21.7M Buy
248,202
+1,249
+0.5% +$112K 0.02% 381
2025
Q3 		$22.6M Buy
246,953
+3,111
+1% +$282K 0.02% 361
2025
Q2 		$24.1M Buy
243,842
+18,700
+8% +$1.81M 0.03% 331
2025
Q1 		$23.2M Buy
225,142
+5,023
+2% +$491K 0.03% 322
2024
Q4 		$20.4M Hold
220,119
– – 0.03% 345
2024
Q3 		$22.9M Hold
220,119
– – 0.03% 324
2024
Q2 		$21.2M Sell
220,119
-818
-0.4% -$78.8K 0.03% 311
2024
Q1 		$21.9M Buy
220,937
+8,020
+4% +$741K 0.19% 174
2023
Q4 		$19M Buy
212,917
+1,000
+0.5% +$83.1K 0.03% 311
2023
Q3 		$17M Buy
211,917
+14,900
+8% +$1.27M 0.03% 332
2023
Q2 		$17.5M Buy
197,017
+5,000
+3% +$421K 0.03% 331
2023
Q1 		$16.2M Buy
192,017
+19,200
+11% +$1.59M 0.03% 345
2022
Q4 		$13.5M Sell
172,817
-1,200
-0.7% -$88.6K 0.03% 378
2022
Q3 		$11.1M Buy
174,017
+2,900
+2% +$212K 0.03% 394
2022
Q2 		$12.1M Buy
171,117
+88,200
+106% +$6.5M 0.03% 395
2022
Q1 		$6.38M Hold
82,917
– – 0.01% 513
2021
Q4 		$7.16M Sell
82,917
-1,402
-2% -$117K 0.01% 519
2021
Q3 		$6.94M Buy
84,319
+28,618
+51% +$2.52M 0.01% 517
2021
Q2 		$4.55M Hold
55,701
– – 0.01% 567
2021
Q1 		$3.81M Buy
+55,701
New +$3.64M 0.01% 580

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
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
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

Swedbank's OTIS Position: Q2 2026 in Review

Swedbank increased its Otis Worldwide (OTIS) stake by 0.24% in Q2 2026, buying an estimated $48.1K and bringing the position to 267,246 shares worth $19.1M. The position accounts for 0.02% of the portfolio, ranked #406.

Swedbank first reported a position in OTIS in Q1 2021 and has held it in 22 quarters since. The position peaked at $24.1M in Q2 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Swedbank held 267,246 shares of Otis Worldwide worth $19.1M as of Q2 2026.
  • Swedbank bought 644 Otis Worldwide shares in Q2 2026, an estimated $48.1K.
  • Otis Worldwide made up 0.02% of Swedbank's portfolio in Q2 2026, its #406 holding.
  • Swedbank first reported a position in Otis Worldwide in Q1 2021 and has held it in 22 quarters since.
  • Swedbank's Otis Worldwide position peaked at $24.1M in Q2 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Swedbank's 13F filing for Q2 2026, filed 15 Jul 2026.