Banque Transatlantique’s Otis Worldwide OTIS Stock Holding History

Banque Transatlantique’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	$503K	Buy	6,084 +404	+7%	+$30.2K	0.01%	233
2026 Q1	$438K	Buy	5,680 +594	+12%	+$52K	0.01%	207
2025 Q4	$444K	Buy	5,086 +106	+2%	+$9.48K	0.01%	97
2025 Q3	$455K	Sell	4,980 -23	-0.5%	-$2.09K	0.01%	96
2025 Q2	$498K	Sell	5,003 -342	-6%	-$33K	0.01%	88
2025 Q1	$551K	Sell	5,345 -453	-8%	-$44.3K	0.02%	89
2024 Q4	$534K	Buy	+5,798	New	+$581K	0.01%	90

Other funds holding OTIS

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Banque Transatlantique's OTIS Position: Q2 2026 in Review

Banque Transatlantique increased its Otis Worldwide (OTIS) stake by 7.1% in Q2 2026, buying an estimated $30.2K and bringing the position to 6,084 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #233.

Banque Transatlantique first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $551K in Q1 2025. 682 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Banque Transatlantique held 6,084 shares of Otis Worldwide worth $503K as of Q2 2026.
Banque Transatlantique bought 404 Otis Worldwide shares in Q2 2026, an estimated $30.2K.
Otis Worldwide made up 0.01% of Banque Transatlantique's portfolio in Q2 2026, its #233 holding.
Banque Transatlantique first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
Banque Transatlantique's Otis Worldwide position peaked at $551K in Q1 2025.
682 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Banque Transatlantique's 13F filing for Q2 2026, filed 30 Jul 2026.