Zurich Cantonal Bank
OTIS icon

Zurich Cantonal Bank’s Otis Worldwide OTIS Stock Holding History

Zurich Cantonal Bank’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
169,218
-70,775
-29% -$6.19M 0.03% 436
2025
Q4 		$21M Buy
239,993
+73,609
+44% +$6.59M 0.05% 324
2025
Q3 		$15.2M Buy
166,384
+16,745
+11% +$1.52M 0.03% 379
2025
Q2 		$14.8M Buy
149,639
+9,963
+7% +$962K 0.04% 377
2025
Q1 		$14.4M Sell
139,676
-5,888
-4% -$575K 0.04% 371
2024
Q4 		$13.5M Buy
145,564
+2,840
+2% +$285K 0.04% 371
2024
Q3 		$14.8M Buy
142,724
+13,246
+10% +$1.26M 0.04% 347
2024
Q2 		$12.5M Buy
129,478
+15,578
+14% +$1.5M 0.04% 361
2024
Q1 		$11.3M Buy
113,900
+1,187
+1% +$110K 0.04% 371
2023
Q4 		$10.1M Buy
112,713
+1,280
+1% +$106K 0.04% 387
2023
Q3 		$8.95M Buy
111,433
+1,589
+1% +$136K 0.04% 368
2023
Q2 		$9.78M Sell
109,844
-23,495
-18% -$1.98M 0.04% 362
2023
Q1 		$11.3M Buy
133,339
+17,819
+15% +$1.47M 0.05% 314
2022
Q4 		$9.05M Sell
115,520
-9,787
-8% -$723K 0.05% 349
2022
Q3 		$8M Buy
125,307
+20,230
+19% +$1.48M 0.05% 354
2022
Q2 		$7.43M Sell
105,077
-30,678
-23% -$2.26M 0.04% 373
2022
Q1 		$10.4M Sell
135,755
-11,137
-8% -$890K 0.05% 335
2021
Q4 		$12.8M Sell
146,892
-2,434
-2% -$204K 0.06% 285
2021
Q3 		$12.3M Sell
149,326
-406
-0.3% -$35.7K 0.07% 270
2021
Q2 		$12.2M Sell
149,732
-33,756
-18% -$2.6M 0.07% 266
2021
Q1 		$12.6M Buy
183,488
+60,951
+50% +$3.98M 0.07% 251
2020
Q4 		$8.28M Buy
122,537
+8,415
+7% +$546K 0.05% 354
2020
Q3 		$7.12M Buy
114,122
+13,466
+13% +$824K 0.05% 339
2020
Q2 		$5.72M Buy
+100,656
New +$5.22M 0.05% 352

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

Zurich Cantonal Bank's OTIS Position: Q1 2026 in Review

Zurich Cantonal Bank reduced its Otis Worldwide (OTIS) stake by 29% in Q1 2026, selling an estimated $6.19M and leaving 169,218 shares worth $13M. The position accounts for 0.03% of the portfolio, ranked #436.

Zurich Cantonal Bank first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $21M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Zurich Cantonal Bank held 169,218 shares of Otis Worldwide worth $13M as of Q1 2026.
  • Zurich Cantonal Bank sold 70,775 Otis Worldwide shares in Q1 2026, an estimated $6.19M.
  • Otis Worldwide made up 0.03% of Zurich Cantonal Bank's portfolio in Q1 2026, its #436 holding.
  • Zurich Cantonal Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Zurich Cantonal Bank's Otis Worldwide position peaked at $21M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.