Towarzystwo Funduszy Inwestycyjnych PZU SA’s Otis Worldwide OTIS Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$15.8K	Sell	220 -400	-65%	-$29.9K	﹤0.01%	645
2026 Q1	$47.8K	Hold	620	–	–	0.02%	435
2025 Q4	$54.2K	Buy	620 +196	+46%	+$17.5K	0.01%	410
2025 Q3	$38.8K	Hold	424	–	–	0.01%	487
2025 Q2	$42K	Hold	424	–	–	0.01%	462
2025 Q1	$43.8K	Hold	424	–	–	0.01%	422
2024 Q4	$39.3K	Hold	424	–	–	0.01%	422
2024 Q3	$44.1K	Hold	424	–	–	0.02%	367
2024 Q2	$40.8K	Hold	424	–	–	0.02%	344
2024 Q1	$42.1K	Buy	424 +220	+108%	+$20.3K	0.02%	336
2023 Q4	$18.3K	Buy	+204	New	+$17K	0.01%	454
2021 Q3	$16.8K	Hold	204	–	–	0.02%	331
2021 Q2	$16.7K	Hold	204	–	–	0.02%	325
2021 Q1	$14K	Hold	204	–	–	0.02%	299
2020 Q4	$13.8K	Buy	+204	New	+$13.2K	0.01%	303

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's OTIS Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA reduced its Otis Worldwide (OTIS) stake by 65% in Q2 2026, selling an estimated $29.9K and leaving 220 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in OTIS in Q4 2020 and has held it in 15 quarters since. The position peaked at $54.2K in Q4 2025. 883 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 220 shares of Otis Worldwide worth $15.8K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA sold 400 Otis Worldwide shares in Q2 2026, an estimated $29.9K.
Otis Worldwide made up ﹤0.01% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #645 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Otis Worldwide in Q4 2020 and has held it in 15 quarters since.
Towarzystwo Funduszy Inwestycyjnych PZU SA's Otis Worldwide position peaked at $54.2K in Q4 2025.
883 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.