BLS CAPITAL FONDSMAEGLERSELSKAB A/S OTIS — OTIS WORLDWIDE CORP

Ownership history in BLS CAPITAL FONDSMAEGLERSELSKAB A/S  ·  25 quarters on record

AI Ownership Summary

BLS CAPITAL FONDSMAEGLERSELSKAB A/S reported OTIS WORLDWIDE CORP (OTIS) in 25 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 14.01% in 2025 Q3. The latest visible filing shows OTIS at 10.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OTIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BLS CAPITAL FONDSMAEGLERSELSKAB A/S's position in OTIS WORLDWIDE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OTIS was reported at 10.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OTIS stock page BLS CAPITAL FONDSMAEGLERSELSKAB A/S fund profile BLS CAPITAL FONDSMAEGLERSELSKAB A/S full holdings
How BLS CAPITAL FONDSMAEGLERSELSKAB A/S held OTIS — position size vs. price
% of Fund (quarterly)    OTIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 11.5% -6.8% ✅ 3,885,445 -502,600 -11.5% 10.72% $278.2M 2026-08-13 $72.59
2026 Q1 REDUCED 6.2% -4.8% ✅ 4,388,045 -290,493 -6.2% 11.51% $338.2M 2026-05-01 $76.15
2025 Q4 ADDED — — — 4,678,538 +225,913 +5.1% 13.85% $408.7M 2026-02-17 $91.33
2025 Q3 ADDED — — — 4,452,625 +789,609 +21.6% 14.01% $407.1M 2025-11-14 $87.30
2025 Q2 REDUCED 6.5% -7.4% ✅ 3,663,016 -255,664 -6.5% 11.69% $362.7M 2025-08-13 $86.93
2025 Q1 REDUCED 6.7% -3.6% ✅ 3,918,680 -280,108 -6.7% 13.92% $404.4M 2025-05-14 $93.16
2024 Q4 REDUCED 7.8% +11.9% ❌ 4,198,788 -353,739 -7.8% 11.92% $388.8M 2025-02-06 $92.80
2024 Q3 REDUCED — — — 4,552,527 -132,400 -2.8% 13.68% $473.2M 2024-11-13 $96.61
2024 Q2 REDUCED 7.5% +8.4% ❌ 4,684,927 -382,252 -7.5% 13.50% $451.0M 2024-08-14 $88.27
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OTIS

As of 2026 Q3 — sorted by position size

Lincoln Capital LLC 3Y 7Y 0.71% Ridgewood Investments LLC 3Y 7Y 0.55% Canandaigua National Trust Co of Florida 0.44% Brown Shipley& Co Ltd 3Y 0.36% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 0.22% BAKER TILLY WEALTH MANAGEMENT, LLC 3Y 0.16% General Partner, Inc. 3Y 0.1% YHB Investment Advisors, Inc. 3Y 7Y 0.07% Mn Services Vermogensbeheer B.V. 3Y 7Y 0.05% Cooper Financial Group 3Y 7Y 0.05%

FAQ About BLS CAPITAL FONDSMAEGLERSELSKAB A/S and OTIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has BLS CAPITAL FONDSMAEGLERSELSKAB A/S reported owning OTIS?

BLS CAPITAL FONDSMAEGLERSELSKAB A/S reported OTIS across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported OTIS position in BLS CAPITAL FONDSMAEGLERSELSKAB A/S's portfolio?

The largest reported portfolio weight for OTIS was 14.01% in 2025 Q3.

What is the latest reported OTIS position on this page?

The most recent filing on this page is 2026 Q2, when BLS CAPITAL FONDSMAEGLERSELSKAB A/S reported 3,885,445 shares, equal to 10.72% of portfolio, with an estimated market value of $278.2M.

What does the chart on this OTIS ownership page compare?

The chart compares BLS CAPITAL FONDSMAEGLERSELSKAB A/S's quarterly OTIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BLS CAPITAL FONDSMAEGLERSELSKAB A/S time their OTIS position?

Based on 13F filing dates vs. subsequent OTIS price moves, BLS CAPITAL FONDSMAEGLERSELSKAB A/S correctly timed 11 out of 24 reported position changes (46%). The annualised alpha on OTIS relative to SPY over the holding period was -11.1%.

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