Bank of Montreal’s Otis Worldwide OTIS Stock Holding History

Bank of Montreal’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
2020 Q3	–	Sell	-55,200	Closed	-$3.1M	–	4888
2020 Q2	$3.1M	Buy	+55,200	New	+$2.86M	﹤0.01%	1409

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 $3.38T AUM 44.17% 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

Bank of Montreal's OTIS Position: Q2 2026 in Review

Bank of Montreal increased its Otis Worldwide (OTIS) stake by 23% in Q2 2026, buying an estimated $26.9M and bringing the position to 1,906,445 shares worth $137M. The position accounts for 0.05% of the portfolio, ranked #323.

Bank of Montreal first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Bank of Montreal held 1,906,445 shares of Otis Worldwide worth $137M as of Q2 2026.
Bank of Montreal bought 360,130 Otis Worldwide shares in Q2 2026, an estimated $26.9M.
Otis Worldwide made up 0.05% of Bank of Montreal's portfolio in Q2 2026, its #323 holding.
Bank of Montreal first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.