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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
Q2 		$311K Sell
4,339
-39,325
-90% -$2.94M ﹤0.01% 640
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 $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 $3.38T AUM 44.17% 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

AGF Management's OTIS Position: Q2 2026 in Review

AGF Management reduced its Otis Worldwide (OTIS) stake by 90% in Q2 2026, selling an estimated $2.94M and leaving 4,339 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

AGF Management first reported a position in OTIS in Q1 2023 and has held it in 10 quarters since. The position peaked at $3.85M in Q3 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • AGF Management held 4,339 shares of Otis Worldwide worth $311K as of Q2 2026.
  • AGF Management sold 39,325 Otis Worldwide shares in Q2 2026, an estimated $2.94M.
  • Otis Worldwide made up ﹤0.01% of AGF Management's portfolio in Q2 2026, its #640 holding.
  • AGF Management first reported a position in Otis Worldwide in Q1 2023 and has held it in 10 quarters since.
  • AGF Management's Otis Worldwide position peaked at $3.85M in Q3 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.