Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Otis Worldwide OTIS Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$29.1M Buy
405,384
+79,586
+24% +$5.94M 0.04% 326
2026
Q1 		$25.2M Buy
325,798
+82,979
+34% +$7.26M 0.04% 341
2025
Q4 		$21.3M Buy
242,819
+6,065
+3% +$543K 0.03% 378
2025
Q3 		$21.6M Sell
236,754
-43,521
-16% -$3.95M 0.04% 370
2025
Q2 		$27.8M Sell
280,275
-27,167
-9% -$2.62M 0.05% 311
2025
Q1 		$31.7M Sell
307,442
-10,570
-3% -$1.03M 0.06% 275
2024
Q4 		$29.5M Buy
+318,012
New +$31.9M 0.06% 286

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Mitsubishi UFJ Asset Management
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's OTIS Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Otis Worldwide (OTIS) stake by 24% in Q2 2026, buying an estimated $5.94M and bringing the position to 405,384 shares worth $29.1M. The position accounts for 0.04% of the portfolio, ranked #326.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.7M in Q1 2025. 883 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 405,384 shares of Otis Worldwide worth $29.1M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 79,586 Otis Worldwide shares in Q2 2026, an estimated $5.94M.
  • Otis Worldwide made up 0.04% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #326 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Otis Worldwide position peaked at $31.7M in Q1 2025.
  • 883 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.