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AGF Management’s Otis Worldwide OTIS Stock Holding History

AGF Management’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 		$3.37M Buy
43,664
+5,566
+15% +$487K 0.02% 388
2025
Q4 		$3.33M Sell
38,098
-4,040
-10% -$361K 0.01% 312
2025
Q3 		$3.85M Buy
42,138
+4,336
+11% +$394K 0.02% 311
2025
Q2 		$3.74M Buy
37,802
+4,338
+13% +$419K 0.02% 288
2025
Q1 		$3.45M Buy
33,464
+1,818
+6% +$178K 0.02% 294
2024
Q4 		$2.93M Buy
31,646
+24,903
+369% +$2.5M 0.01% 329
2024
Q3 		$701K Buy
+6,743
New +$642K ﹤0.01% 596
2023
Q3 		– Sell
-5,247
Closed -$467K – 761
2023
Q2 		$467K Sell
5,247
-322
-6% -$27.1K ﹤0.01% 615
2023
Q1 		$470K Buy
+5,569
New +$461K ﹤0.01% 674

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

AGF Management's OTIS Position: Q1 2026 in Review

AGF Management increased its Otis Worldwide (OTIS) stake by 15% in Q1 2026, buying an estimated $487K and bringing the position to 43,664 shares worth $3.37M. The position accounts for 0.02% of the portfolio, ranked #388.

AGF Management first reported a position in OTIS in Q1 2023 and has held it in 9 quarters since. The position peaked at $3.85M in Q3 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • AGF Management held 43,664 shares of Otis Worldwide worth $3.37M as of Q1 2026.
  • AGF Management bought 5,566 Otis Worldwide shares in Q1 2026, an estimated $487K.
  • Otis Worldwide made up 0.02% of AGF Management's portfolio in Q1 2026, its #388 holding.
  • AGF Management first reported a position in Otis Worldwide in Q1 2023 and has held it in 9 quarters since.
  • AGF Management's Otis Worldwide position peaked at $3.85M in Q3 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.