Tredje AP-fonden’s Otis Worldwide OTIS Stock Holding History

Tredje AP-fonden’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	$11.1M	Buy	154,827 +45,874	+42%	+$3.43M	0.05%	320
2026 Q1	$8.4M	Buy	+108,953	New	+$9.53M	0.05%	356
2023 Q2	–	Sell	-19,351	Closed	-$1.63M	–	547
2023 Q1	$1.63M	Hold	19,351	–	–	0.03%	424
2022 Q4	$1.52M	Buy	19,351 +1,800	+10%	+$133K	0.03%	425
2022 Q3	$1.12M	Sell	17,551 -19,927	-53%	-$1.46M	0.02%	449
2022 Q2	$2.65M	Hold	37,478	–	–	0.07%	203
2022 Q1	$2.88M	Hold	37,478	–	–	0.06%	220
2021 Q4	$3.26M	Buy	37,478 +7,588	+25%	+$635K	0.06%	225
2021 Q3	$2.46M	Hold	29,890	–	–	0.05%	236
2021 Q2	$2.44M	Hold	29,890	–	–	0.05%	167
2021 Q1	$2.05M	Hold	29,890	–	–	0.05%	178
2020 Q4	$2.02M	Hold	29,890	–	–	0.05%	178
2020 Q3	$1.87M	Hold	29,890	–	–	0.06%	162
2020 Q2	$1.7M	Buy	+29,890	New	+$1.55M	0.07%	153

Other funds holding OTIS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Tredje AP-fonden's OTIS Position: Q2 2026 in Review

Tredje AP-fonden increased its Otis Worldwide (OTIS) stake by 42% in Q2 2026, buying an estimated $3.43M and bringing the position to 154,827 shares worth $11.1M. The position accounts for 0.05% of the portfolio, ranked #320.

Tredje AP-fonden first reported a position in OTIS in Q2 2020 and has held it in 14 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Tredje AP-fonden held 154,827 shares of Otis Worldwide worth $11.1M as of Q2 2026.
Tredje AP-fonden bought 45,874 Otis Worldwide shares in Q2 2026, an estimated $3.43M.
Otis Worldwide made up 0.05% of Tredje AP-fonden's portfolio in Q2 2026, its #320 holding.
Tredje AP-fonden first reported a position in Otis Worldwide in Q2 2020 and has held it in 14 quarters since.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Tredje AP-fonden's 13F filing for Q2 2026, filed 10 Aug 2026.