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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tredje AP-fonden's OTIS Position: Q1 2026 in Review

Tredje AP-fonden opened a new position in Otis Worldwide (OTIS) in Q1 2026: 108,953 shares worth $8.4M. The stake represents 0.05% of the portfolio and ranks #356 among its holdings. This is a return to the name: Tredje AP-fonden previously reported a position in OTIS as recently as Q1 2023.

Tredje AP-fonden first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Tredje AP-fonden held 108,953 shares of Otis Worldwide worth $8.4M as of Q1 2026.
Otis Worldwide was a new Tredje AP-fonden position in Q1 2026.
Otis Worldwide made up 0.05% of Tredje AP-fonden's portfolio in Q1 2026, its #356 holding.
Tredje AP-fonden first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Tredje AP-fonden's 13F filing for Q1 2026, filed 12 May 2026.