BDF Gestion’s Otis Worldwide OTIS Stock Holding History

BDF Gestion’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 Q3	$962K	Sell	14,954 -1,897	-11%	-$135K	0.13%	141
2026 Q2	$5.81M	Sell	16,851 -1,895	-10%	-$142K	0.77%	20
2026 Q1	$1.44M	Hold	18,746	–	–	0.19%	126
2025 Q4	$1.64M	Sell	18,746 -1,250	-6%	-$112K	0.2%	120
2025 Q3	$1.83M	Sell	19,996 -4,159	-17%	-$378K	0.22%	109
2025 Q2	$2.39M	Sell	24,155 -2,633	-10%	-$254K	0.27%	99
2025 Q1	$2.76M	Hold	26,788	–	–	0.3%	88
2024 Q4	$2.48M	Sell	26,788 -3,480	-11%	-$349K	0.25%	101
2024 Q3	$3.73M	Hold	30,268	–	–	0.4%	68
2024 Q2	$2.91M	Buy	+30,268	New	+$2.92M	0.28%	91

Other funds holding OTIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BDF Gestion's OTIS Position: Q3 2026 in Review

BDF Gestion reduced its Otis Worldwide (OTIS) stake by 11% in Q3 2026, selling an estimated $135K and leaving 14,954 shares worth $962K. The position accounts for 0.13% of the portfolio, ranked #141.

BDF Gestion first reported a position in OTIS in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.81M in Q2 2026. 673 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

BDF Gestion held 14,954 shares of Otis Worldwide worth $962K as of Q3 2026.
BDF Gestion sold 1,897 Otis Worldwide shares in Q3 2026, an estimated $135K.
Otis Worldwide made up 0.13% of BDF Gestion's portfolio in Q3 2026, its #141 holding.
BDF Gestion first reported a position in Otis Worldwide in Q2 2024 and has held it in 10 quarters since.
BDF Gestion's Otis Worldwide position peaked at $5.81M in Q2 2026.
673 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on BDF Gestion's 13F filing for Q3 2026, filed 19 Oct 2026.