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Swiss Life Asset Management’s Otis Worldwide OTIS Stock Holding History

Swiss Life Asset Management’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 		$4.29M Sell
59,882
-122
-0.2% -$9.11K 0.02% 485
2026
Q1 		$4.63M Buy
60,004
+562
+0.9% +$49.2K 0.02% 421
2025
Q4 		$5.19M Buy
59,442
+2,786
+5% +$249K 0.03% 401
2025
Q3 		$5.18M Buy
56,656
+12,235
+28% +$1.11M 0.03% 390
2025
Q2 		$4.4M Buy
44,421
+10,175
+30% +$982K 0.03% 402
2025
Q1 		$3.53M Buy
34,246
+3,288
+11% +$321K 0.03% 395
2024
Q4 		$2.86M Buy
30,958
+18,885
+156% +$1.89M 0.02% 416
2024
Q3 		$1.25M Sell
12,073
-3,348
-22% -$319K 0.01% 439
2024
Q2 		$1.48M Buy
15,421
+235
+2% +$22.6K 0.02% 415
2024
Q1 		$1.51M Sell
15,186
-58,946
-80% -$5.45M 0.02% 379
2023
Q4 		$6.64M Buy
74,132
+37,856
+104% +$3.15M 0.08% 280
2023
Q3 		$2.91M Sell
36,276
-240
-0.7% -$20.5K 0.05% 385
2023
Q2 		$3.25M Sell
36,516
-2,438
-6% -$205K 0.05% 399
2023
Q1 		$3.29M Buy
38,954
+5,252
+16% +$435K 0.05% 408
2022
Q4 		$2.64M Sell
33,702
-14,102
-29% -$1.04M 0.04% 393
2022
Q3 		$3.05M Sell
47,804
-700
-1% -$51.2K 0.05% 368
2022
Q2 		$3.43M Sell
48,504
-4,862
-9% -$358K 0.06% 359
2022
Q1 		$4.11M Sell
53,366
-8,304
-13% -$664K 0.06% 322
2021
Q4 		$5.37M Buy
61,670
+8,969
+17% +$751K 0.07% 289
2021
Q3 		$4.34M Buy
52,701
+538
+1% +$47.3K 0.06% 314
2021
Q2 		$5.4M Sell
52,163
-26,875
-34% -$2.07M 0.05% 311
2021
Q1 		$5.41M Sell
79,038
-47,693
-38% -$3.12M 0.08% 285
2020
Q4 		$8.56M Sell
126,731
-97,446
-43% -$6.32M 0.13% 192
2020
Q3 		$14M Sell
224,177
-6,382
-3% -$390K 0.21% 99
2020
Q2 		$13.1M Buy
+230,559
New +$11.9M 0.21% 100

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swiss Life Asset Management's OTIS Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Otis Worldwide (OTIS) stake by 0.2% in Q2 2026, selling an estimated $9.11K and leaving 59,882 shares worth $4.29M. The position accounts for 0.02% of the portfolio, ranked #485.

Swiss Life Asset Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $14M in Q3 2020. 883 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Swiss Life Asset Management held 59,882 shares of Otis Worldwide worth $4.29M as of Q2 2026.
  • Swiss Life Asset Management sold 122 Otis Worldwide shares in Q2 2026, an estimated $9.11K.
  • Otis Worldwide made up 0.02% of Swiss Life Asset Management's portfolio in Q2 2026, its #485 holding.
  • Swiss Life Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Swiss Life Asset Management's Otis Worldwide position peaked at $14M in Q3 2020.
  • 883 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.