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British Columbia Investment Management’s Otis Worldwide OTIS Stock Holding History

British Columbia Investment Management’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
Q1 		$4.14M Sell
53,713
-15,813
-23% -$1.38M 0.02% 403
2025
Q4 		$6.07M Buy
69,526
+12,804
+23% +$1.15M 0.03% 363
2025
Q3 		$5.19M Sell
56,722
-5,527
-9% -$502K 0.03% 353
2025
Q2 		$6.16M Sell
62,249
-14,144
-19% -$1.37M 0.04% 327
2025
Q1 		$7.88M Sell
76,393
-310
-0.4% -$30.3K 0.05% 302
2024
Q4 		$7.1M Buy
76,703
+9,244
+14% +$927K 0.04% 335
2024
Q3 		$7.01M Sell
67,459
-10,198
-13% -$972K 0.04% 302
2024
Q2 		$7.48M Buy
77,657
+28,640
+58% +$2.76M 0.05% 296
2024
Q1 		$4.87M Buy
49,017
+1,624
+3% +$150K 0.03% 345
2023
Q4 		$4.24M Buy
47,393
+9,786
+26% +$814K 0.03% 348
2023
Q3 		$3.02M Buy
37,607
+393
+1% +$33.6K 0.03% 368
2023
Q2 		$3.31M Hold
37,214
– – 0.03% 355
2023
Q1 		$3.14M Hold
37,214
– – 0.03% 357
2022
Q4 		$2.91M Sell
37,214
-4,440
-11% -$328K 0.03% 361
2022
Q3 		$2.66M Sell
41,654
-7,638
-15% -$559K 0.03% 391
2022
Q2 		$3.48M Sell
49,292
-13,009
-21% -$958K 0.03% 365
2022
Q1 		$4.79M Sell
62,301
-9,028
-13% -$722K 0.03% 399
2021
Q4 		$6.21M Sell
71,329
-3,910
-5% -$327K 0.03% 383
2021
Q3 		$6.19M Sell
75,239
-997
-1% -$87.7K 0.04% 382
2021
Q2 		$6.23M Buy
76,236
+8,749
+13% +$673K 0.04% 382
2021
Q1 		$4.62M Sell
67,487
-2,332
-3% -$152K 0.03% 409
2020
Q4 		$4.72M Sell
69,819
-1,533
-2% -$99.4K 0.03% 401
2020
Q3 		$4.45M Buy
71,352
+5,655
+9% +$346K 0.04% 366
2020
Q2 		$3.74M Buy
+65,697
New +$3.4M 0.04% 377

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

British Columbia Investment Management's OTIS Position: Q1 2026 in Review

British Columbia Investment Management reduced its Otis Worldwide (OTIS) stake by 23% in Q1 2026, selling an estimated $1.38M and leaving 53,713 shares worth $4.14M. The position accounts for 0.02% of the portfolio, ranked #403.

British Columbia Investment Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.88M in Q1 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • British Columbia Investment Management held 53,713 shares of Otis Worldwide worth $4.14M as of Q1 2026.
  • British Columbia Investment Management sold 15,813 Otis Worldwide shares in Q1 2026, an estimated $1.38M.
  • Otis Worldwide made up 0.02% of British Columbia Investment Management's portfolio in Q1 2026, its #403 holding.
  • British Columbia Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • British Columbia Investment Management's Otis Worldwide position peaked at $7.88M in Q1 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on British Columbia Investment Management's 13F filing for Q1 2026, filed 14 May 2026.