Swiss National Bank
OTIS icon

Swiss National Bank’s Otis Worldwide OTIS Stock Holding History

Swiss National Bank’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 		$78.5M Sell
1,096,343
-47,300
-4% -$3.53M 0.04% 338
2026
Q1 		$88.2M Buy
1,143,643
+68,000
+6% +$5.95M 0.05% 300
2025
Q4 		$94M Sell
1,075,643
-62,100
-5% -$5.56M 0.06% 276
2025
Q3 		$104M Sell
1,137,743
-59,900
-5% -$5.44M 0.06% 263
2025
Q2 		$119M Buy
1,197,643
+71,100
+6% +$6.86M 0.07% 243
2025
Q1 		$116M Sell
1,126,543
-5,000
-0.4% -$488K 0.08% 220
2024
Q4 		$105M Sell
1,131,543
-68,500
-6% -$6.87M 0.07% 245
2024
Q3 		$125M Sell
1,200,043
-400
-0% -$38.1K 0.08% 214
2024
Q2 		$116M Sell
1,200,443
-25,200
-2% -$2.43M 0.08% 215
2024
Q1 		$122M Sell
1,225,643
-62,300
-5% -$5.76M 0.09% 225
2023
Q4 		$115M Sell
1,287,943
-41,500
-3% -$3.45M 0.08% 227
2023
Q3 		$107M Sell
1,329,443
-163,000
-11% -$13.9M 0.08% 230
2023
Q2 		$133M Sell
1,492,443
-160,800
-10% -$13.5M 0.09% 213
2023
Q1 		$140M Sell
1,653,243
-55,100
-3% -$4.56M 0.1% 214
2022
Q4 		$134M Sell
1,708,343
-123,714
-7% -$9.13M 0.1% 215
2022
Q3 		$117M Sell
1,832,057
-11,400
-0.6% -$834K 0.08% 241
2022
Q2 		$130M Buy
1,843,457
+95,700
+5% +$7.05M 0.09% 216
2022
Q1 		$134M Buy
1,747,757
+206,700
+13% +$16.5M 0.08% 249
2021
Q4 		$134M Sell
1,541,057
-71,000
-4% -$5.94M 0.08% 233
2021
Q3 		$133M Sell
1,612,057
-68,500
-4% -$6.02M 0.08% 226
2021
Q2 		$137M Buy
1,680,557
+99,003
+6% +$7.62M 0.08% 228
2021
Q1 		$108M Buy
1,581,554
+27,900
+2% +$1.82M 0.07% 279
2020
Q4 		$105M Sell
1,553,654
-47,700
-3% -$3.09M 0.07% 273
2020
Q3 		$100M Sell
1,601,354
-19,700
-1% -$1.2M 0.08% 245
2020
Q2 		$92.2M Buy
+1,621,054
New +$84M 0.08% 253

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Swiss National Bank's OTIS Position: Q2 2026 in Review

Swiss National Bank reduced its Otis Worldwide (OTIS) stake by 4.1% in Q2 2026, selling an estimated $3.53M and leaving 1,096,343 shares worth $78.5M. The position accounts for 0.04% of the portfolio, ranked #338.

Swiss National Bank first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $140M in Q1 2023. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Swiss National Bank held 1,096,343 shares of Otis Worldwide worth $78.5M as of Q2 2026.
  • Swiss National Bank sold 47,300 Otis Worldwide shares in Q2 2026, an estimated $3.53M.
  • Otis Worldwide made up 0.04% of Swiss National Bank's portfolio in Q2 2026, its #338 holding.
  • Swiss National Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Swiss National Bank's Otis Worldwide position peaked at $140M in Q1 2023.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Swiss National Bank's 13F filing for Q2 2026, filed 11 Aug 2026.