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Union Bancaire Privee’s Otis Worldwide OTIS Stock Holding History

Union Bancaire Privee’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 		$3.18M Buy
24,802
+6,999
+39% +$523K 0.03% 205
2026
Q1 		$2.04M Buy
17,803
+4,136
+30% +$362K 0.03% 230
2025
Q4 		$1.83M Buy
13,667
+3,419
+33% +$306K 0.02% 239
2025
Q3 		$1.59M Buy
+10,248
New +$930K 0.02% 220

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Union Bancaire Privee's OTIS Position: Q2 2026 in Review

Union Bancaire Privee increased its Otis Worldwide (OTIS) stake by 39% in Q2 2026, buying an estimated $523K and bringing the position to 24,802 shares worth $3.18M. The position accounts for 0.03% of the portfolio, ranked #205.

Union Bancaire Privee first reported a position in OTIS in Q3 2025 and has held it in 4 quarters since. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Union Bancaire Privee held 24,802 shares of Otis Worldwide worth $3.18M as of Q2 2026.
  • Union Bancaire Privee bought 6,999 Otis Worldwide shares in Q2 2026, an estimated $523K.
  • Otis Worldwide made up 0.03% of Union Bancaire Privee's portfolio in Q2 2026, its #205 holding.
  • Union Bancaire Privee first reported a position in Otis Worldwide in Q3 2025 and has held it in 4 quarters since.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.