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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
Q2 		$5.81M Sell
16,851
-1,895
-10% -$142K 0.78% 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

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BDF Gestion's OTIS Position: Q2 2026 in Review

BDF Gestion reduced its Otis Worldwide (OTIS) stake by 10% in Q2 2026, selling an estimated $142K and leaving 16,851 shares worth $5.81M. The position accounts for 0.78% of the portfolio, ranked #20.

BDF Gestion first reported a position in OTIS in Q2 2024 and has held it in 9 quarters since. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • BDF Gestion held 16,851 shares of Otis Worldwide worth $5.81M as of Q2 2026.
  • BDF Gestion sold 1,895 Otis Worldwide shares in Q2 2026, an estimated $142K.
  • Otis Worldwide made up 0.78% of BDF Gestion's portfolio in Q2 2026, its #20 holding.
  • BDF Gestion first reported a position in Otis Worldwide in Q2 2024 and has held it in 9 quarters since.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on BDF Gestion's 13F filing for Q2 2026, filed 7 Jul 2026.