UBS AM
OTIS icon

UBS AM’s Otis Worldwide OTIS Stock Holding History

UBS AM’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 		$220M Sell
3,071,357
-239,012
-7% -$17.9M 0.04% 360
2026
Q1 		$255M Buy
3,310,369
+318,500
+11% +$27.9M 0.05% 305
2025
Q4 		$261M Sell
2,991,869
-266,472
-8% -$23.8M 0.06% 296
2025
Q3 		$298M Sell
3,258,341
-373,593
-10% -$33.9M 0.06% 273
2025
Q2 		$360M Buy
3,631,934
+88,806
+3% +$8.57M 0.07% 256
2025
Q1 		$366M Sell
3,543,128
-59,599
-2% -$5.82M 0.09% 222
2024
Q4 		$334M Buy
3,602,727
+316,890
+10% +$31.8M 0.08% 236
2024
Q3 		$342M Buy
3,285,837
+171,573
+6% +$16.3M 0.09% 218
2024
Q2 		$300M Sell
3,114,264
-49,241
-2% -$4.75M 0.09% 212
2024
Q1 		$314M Buy
3,163,505
+31,726
+1% +$2.93M 0.11% 177
2023
Q4 		$280M Buy
3,131,779
+512,906
+20% +$42.6M 0.11% 193
2023
Q3 		$210M Buy
2,618,873
+175,535
+7% +$15M 0.09% 224
2023
Q2 		$206M Hold
2,443,338
– – 0.1% 219
2023
Q1 		$206M Buy
2,443,338
+114,132
+5% +$9.44M 0.1% 219
2022
Q4 		$182M Buy
2,329,206
+92,018
+4% +$6.79M 0.1% 237
2022
Q3 		$143M Sell
2,237,188
-187,517
-8% -$13.7M 0.08% 278
2022
Q2 		$171M Buy
2,424,705
+599,037
+33% +$44.1M 0.09% 244
2022
Q1 		$140M Buy
1,825,668
+96,062
+6% +$7.68M 0.06% 332
2021
Q4 		$151M Buy
1,729,606
+99,403
+6% +$8.32M 0.06% 343
2021
Q3 		$134M Sell
1,630,203
-29,109
-2% -$2.56M 0.06% 345
2021
Q2 		$136M Buy
1,659,312
+144,067
+10% +$11.1M 0.06% 352
2021
Q1 		$104M Buy
1,515,245
+57
+0% +$3.73K 0.05% 417
2020
Q4 		$102M Buy
1,515,188
+107,916
+8% +$7M 0.05% 397
2020
Q3 		$87.8M Buy
1,407,272
+61,890
+5% +$3.79M 0.05% 370
2020
Q2 		$76.5M Buy
+1,345,382
New +$69.7M 0.05% 378

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

UBS AM's OTIS Position: Q2 2026 in Review

UBS AM reduced its Otis Worldwide (OTIS) stake by 7.2% in Q2 2026, selling an estimated $17.9M and leaving 3,071,357 shares worth $220M. The position accounts for 0.04% of the portfolio, ranked #360.

UBS AM first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $366M in Q1 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • UBS AM held 3,071,357 shares of Otis Worldwide worth $220M as of Q2 2026.
  • UBS AM sold 239,012 Otis Worldwide shares in Q2 2026, an estimated $17.9M.
  • Otis Worldwide made up 0.04% of UBS AM's portfolio in Q2 2026, its #360 holding.
  • UBS AM first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • UBS AM's Otis Worldwide position peaked at $366M in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.