Vontobel Holding
OTIS icon

Vontobel Holding’s Otis Worldwide OTIS Stock Holding History

Vontobel Holding’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 		$1.05M Buy
13,598
+5,000
+58% +$437K ﹤0.01% 644
2025
Q4 		$751K Hold
8,598
– – ﹤0.01% 850
2025
Q3 		$786K Hold
8,598
– – ﹤0.01% 799
2025
Q2 		$851K Sell
8,598
-856
-9% -$82.6K ﹤0.01% 735
2025
Q1 		$976K Sell
9,454
-947
-9% -$92.5K ﹤0.01% 601
2024
Q4 		$963K Buy
10,401
+141
+1% +$14.1K ﹤0.01% 609
2024
Q3 		$1.07M Buy
10,260
+151
+1% +$14.4K ﹤0.01% 578
2024
Q2 		$973K Sell
10,109
-2,815
-22% -$271K ﹤0.01% 573
2024
Q1 		$1.28M Sell
12,924
-502
-4% -$46.4K 0.01% 521
2023
Q4 		$1.2M Sell
13,426
-36,372
-73% -$3.02M 0.01% 548
2023
Q3 		$4M Sell
49,798
-329
-0.7% -$28.1K 0.04% 324
2023
Q2 		$4.46M Sell
50,127
-854
-2% -$71.9K 0.04% 316
2023
Q1 		$4.3M Buy
50,981
+337
+0.7% +$27.9K 0.04% 304
2022
Q4 		$3.92M Buy
50,644
+168
+0.3% +$12.4K 0.04% 316
2022
Q3 		$3.22M Buy
50,476
+1,015
+2% +$74.3K 0.04% 328
2022
Q2 		$3.45M Buy
49,461
+2,550
+5% +$188K 0.04% 294
2022
Q1 		$3.65M Sell
46,911
-25,324
-35% -$2.02M 0.03% 323
2021
Q4 		$6.24M Buy
72,235
+9,130
+14% +$764K 0.05% 243
2021
Q3 		$5.19M Sell
63,105
-14,074
-18% -$1.24M 0.05% 260
2021
Q2 		$6.33M Sell
77,179
-2,520
-3% -$194K 0.05% 240
2021
Q1 		$5.46M Buy
79,699
+69,328
+668% +$4.53M 0.04% 236
2020
Q4 		$661K Buy
+10,371
New +$673K ﹤0.01% 602

Other funds holding OTIS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vontobel Holding's OTIS Position: Q1 2026 in Review

Vontobel Holding increased its Otis Worldwide (OTIS) stake by 58% in Q1 2026, buying an estimated $437K and bringing the position to 13,598 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Vontobel Holding first reported a position in OTIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.33M in Q2 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Vontobel Holding held 13,598 shares of Otis Worldwide worth $1.05M as of Q1 2026.
  • Vontobel Holding bought 5,000 Otis Worldwide shares in Q1 2026, an estimated $437K.
  • Otis Worldwide made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #644 holding.
  • Vontobel Holding first reported a position in Otis Worldwide in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Otis Worldwide position peaked at $6.33M in Q2 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.