Alberta Investment Management Corp (AIMCo)’s Otis Worldwide OTIS Stock Holding History

Alberta Investment Management Corp (AIMCo)’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	$4.6M	Buy	+64,200	New	+$4.8M	0.03%	377
2026 Q1	–	Sell	-170,600	Closed	-$14.9M	–	789
2025 Q4	$14.9M	Buy	170,600 +52,200	+44%	+$4.67M	0.09%	161
2025 Q3	$10.8M	Buy	118,400 +115,900	+4,636%	+$10.5M	0.08%	153
2025 Q2	$248K	Sell	2,500 -171,771	-99%	-$16.6M	﹤0.01%	510
2025 Q1	$18M	Buy	+174,271	New	+$17M	0.12%	124
2024 Q2	–	Sell	-8,300	Closed	-$824K	–	939
2024 Q1	$824K	Hold	8,300	–	–	0.01%	702
2023 Q4	$743K	Hold	8,300	–	–	0.01%	724
2023 Q3	$667K	Sell	8,300 -67,388	-89%	-$5.76M	0.01%	748
2023 Q2	$6.74M	Buy	75,688 +48,089	+174%	+$4.05M	0.06%	273
2023 Q1	$2.33M	Buy	+27,599	New	+$2.28M	0.02%	506
2022 Q4	–	Sell	-25,935	Closed	-$1.66M	–	1195
2022 Q3	$1.66M	Hold	25,935	–	–	0.01%	766
2022 Q2	$1.83M	Hold	25,935	–	–	0.01%	741
2022 Q1	$2M	Hold	25,935	–	–	0.01%	777
2021 Q4	$2.26M	Buy	+25,935	New	+$2.17M	0.01%	584
2021 Q2	–	Sell	-20,700	Closed	-$1.42M	–	987
2021 Q1	$1.42M	Sell	20,700 -64,200	-76%	-$4.2M	0.01%	613
2020 Q4	$5.74M	Buy	84,900 +9,900	+13%	+$642K	0.05%	366
2020 Q3	$4.68M	Hold	75,000	–	–	0.05%	389
2020 Q2	$4.26M	Buy	+75,000	New	+$3.89M	0.05%	386

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s OTIS Position: Q2 2026 in Review

Alberta Investment Management Corp (AIMCo) opened a new position in Otis Worldwide (OTIS) in Q2 2026: 64,200 shares worth $4.6M. The stake represents 0.03% of the portfolio and ranks #377 among its holdings. This is a return to the name: Alberta Investment Management Corp (AIMCo) previously reported a position in OTIS as recently as Q4 2025.

Alberta Investment Management Corp (AIMCo) first reported a position in OTIS in Q2 2020 and has held it in 18 quarters since. The position peaked at $18M in Q1 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Alberta Investment Management Corp (AIMCo) held 64,200 shares of Otis Worldwide worth $4.6M as of Q2 2026.
Otis Worldwide was a new Alberta Investment Management Corp (AIMCo) position in Q2 2026.
Otis Worldwide made up 0.03% of Alberta Investment Management Corp (AIMCo)'s portfolio in Q2 2026, its #377 holding.
Alberta Investment Management Corp (AIMCo) first reported a position in Otis Worldwide in Q2 2020 and has held it in 18 quarters since.
Alberta Investment Management Corp (AIMCo)'s Otis Worldwide position peaked at $18M in Q1 2025.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2026, filed 6 Aug 2026.