Van Lanschot Kempen Investment Management’s Otis Worldwide OTIS Stock Holding History

Van Lanschot Kempen Investment Management’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	$13M	Sell	168,198 -1,946	-1%	-$170K	0.11%	131
2025 Q4	$14.9M	Sell	170,144 -14,513	-8%	-$1.3M	0.13%	128
2025 Q3	$16.9M	Sell	184,657 -2,239	-1%	-$203K	0.15%	112
2025 Q2	$18.5M	Buy	186,896 +88,194	+89%	+$8.51M	0.18%	100
2025 Q1	$10.2M	Sell	98,702 -71,810	-42%	-$7.02M	0.11%	142
2024 Q4	$15.8M	Buy	170,512 +2,731	+2%	+$274K	0.16%	122
2024 Q3	$17.4M	Buy	167,781 +3,883	+2%	+$370K	0.18%	125
2024 Q2	$15.8M	Sell	163,898 -25,074	-13%	-$2.42M	0.18%	112
2024 Q1	$18.8M	Hold	188,972	–	–	0.23%	105
2023 Q4	$16.9M	Buy	+188,972	New	+$15.7M	0.24%	104
2021 Q4	–	Sell	-2,515	Closed	-$207K	–	204
2021 Q3	$207K	Sell	2,515 -38,679	-94%	-$3.4M	0.01%	175
2021 Q2	$3.08M	Buy	+41,194	New	+$3.17M	0.11%	122

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Van Lanschot Kempen Investment Management's OTIS Position: Q1 2026 in Review

Van Lanschot Kempen Investment Management reduced its Otis Worldwide (OTIS) stake by 1.1% in Q1 2026, selling an estimated $170K and leaving 168,198 shares worth $13M. The position accounts for 0.11% of the portfolio, ranked #131.

Van Lanschot Kempen Investment Management first reported a position in OTIS in Q2 2021 and has held it in 12 quarters since. The position peaked at $18.8M in Q1 2024. 1,237 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Van Lanschot Kempen Investment Management held 168,198 shares of Otis Worldwide worth $13M as of Q1 2026.
Van Lanschot Kempen Investment Management sold 1,946 Otis Worldwide shares in Q1 2026, an estimated $170K.
Otis Worldwide made up 0.11% of Van Lanschot Kempen Investment Management's portfolio in Q1 2026, its #131 holding.
Van Lanschot Kempen Investment Management first reported a position in Otis Worldwide in Q2 2021 and has held it in 12 quarters since.
Van Lanschot Kempen Investment Management's Otis Worldwide position peaked at $18.8M in Q1 2024.
1,237 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.