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AG2R La Mondiale Gestion d'Actifs’s Otis Worldwide OTIS Stock Holding History

AG2R La Mondiale Gestion d'Actifs’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 		$1.81M Buy
25,262
+6,231
+33% +$465K 0.07% 280
2026
Q1 		$1.47M Buy
19,031
+252
+1% +$22K 0.07% 285
2025
Q4 		$1.64M Buy
18,779
+2,089
+13% +$187K 0.07% 253
2025
Q3 		$1.65M Hold
16,690
– – 0.08% 229
2025
Q2 		$1.65M Buy
16,690
+669
+4% +$64.6K 0.08% 229
2025
Q1 		$1.53M Buy
+16,021
New +$1.57M 0.08% 234

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

AG2R La Mondiale Gestion d'Actifs's OTIS Position: Q2 2026 in Review

AG2R La Mondiale Gestion d'Actifs increased its Otis Worldwide (OTIS) stake by 33% in Q2 2026, buying an estimated $465K and bringing the position to 25,262 shares worth $1.81M. The position accounts for 0.07% of the portfolio, ranked #280.

AG2R La Mondiale Gestion d'Actifs first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • AG2R La Mondiale Gestion d'Actifs held 25,262 shares of Otis Worldwide worth $1.81M as of Q2 2026.
  • AG2R La Mondiale Gestion d'Actifs bought 6,231 Otis Worldwide shares in Q2 2026, an estimated $465K.
  • Otis Worldwide made up 0.07% of AG2R La Mondiale Gestion d'Actifs's portfolio in Q2 2026, its #280 holding.
  • AG2R La Mondiale Gestion d'Actifs first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on AG2R La Mondiale Gestion d'Actifs's 13F filing for Q2 2026, filed 23 Jul 2026.