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
Q2 		$974K Hold
13,598
– – ﹤0.01% 826
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 $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

Vontobel Holding's OTIS Position: Q2 2026 in Review

Vontobel Holding held its Otis Worldwide (OTIS) position steady in Q2 2026 at 13,598 shares worth $974K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Vontobel Holding first reported a position in OTIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.33M in Q2 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Vontobel Holding held 13,598 shares of Otis Worldwide worth $974K as of Q2 2026.
  • Vontobel Holding left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #826 holding.
  • Vontobel Holding first reported a position in Otis Worldwide in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's Otis Worldwide position peaked at $6.33M in Q2 2021.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.