Caisse de Depot et Placement du Quebec (CDPQ)
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Caisse de Depot et Placement du Quebec (CDPQ)’s Otis Worldwide OTIS Stock Holding History

Caisse de Depot et Placement du Quebec (CDPQ)’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 		$527K Buy
+7,367
New +$550K ﹤0.01% 659
2024
Q2 		– Sell
-216,200
Closed -$21.5M – 524
2024
Q1 		$21.5M Buy
216,200
+207,662
+2,432% +$19.2M 0.05% 246
2023
Q4 		$764K Sell
8,538
-65,720
-89% -$5.46M ﹤0.01% 449
2023
Q3 		$5.96M Sell
74,258
-23,491
-24% -$2.01M 0.02% 322
2023
Q2 		$8.7M Buy
97,749
+14,594
+18% +$1.23M 0.02% 312
2023
Q1 		$7.02M Sell
83,155
-486,900
-85% -$40.3M 0.02% 374
2022
Q4 		$44.6M Sell
570,055
-869,300
-60% -$64.2M 0.14% 144
2022
Q3 		$91.8M Buy
1,439,355
+114,498
+9% +$8.38M 0.27% 87
2022
Q2 		$93.6M Sell
1,324,857
-23,800
-2% -$1.75M 0.26% 84
2022
Q1 		$104M Buy
1,348,657
+53,800
+4% +$4.3M 0.24% 100
2021
Q4 		$113M Sell
1,294,857
-347,200
-21% -$29.1M 0.24% 105
2021
Q3 		$135M Sell
1,642,057
-175,200
-10% -$15.4M 0.29% 96
2021
Q2 		$149M Sell
1,817,257
-377,837
-17% -$29.1M 0.32% 83
2021
Q1 		$150M Sell
2,195,094
-240,258
-10% -$15.7M 0.34% 74
2020
Q4 		$165M Buy
2,435,352
+581,855
+31% +$37.7M 0.38% 79
2020
Q3 		$116M Buy
1,853,497
+62,000
+3% +$3.79M 0.31% 83
2020
Q2 		$102M Buy
+1,791,497
New +$92.8M 0.29% 80

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)'s OTIS Position: Q2 2026 in Review

Caisse de Depot et Placement du Quebec (CDPQ) opened a new position in Otis Worldwide (OTIS) in Q2 2026: 7,367 shares worth $527K. The stake represents ﹤0.01% of the portfolio and ranks #659 among its holdings. This is a return to the name: Caisse de Depot et Placement du Quebec (CDPQ) previously reported a position in OTIS as recently as Q1 2024.

Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in OTIS in Q2 2020 and has held it in 17 quarters since. The position peaked at $165M in Q4 2020. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Caisse de Depot et Placement du Quebec (CDPQ) held 7,367 shares of Otis Worldwide worth $527K as of Q2 2026.
  • Otis Worldwide was a new Caisse de Depot et Placement du Quebec (CDPQ) position in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Caisse de Depot et Placement du Quebec (CDPQ)'s portfolio in Q2 2026, its #659 holding.
  • Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in Otis Worldwide in Q2 2020 and has held it in 17 quarters since.
  • Caisse de Depot et Placement du Quebec (CDPQ)'s Otis Worldwide position peaked at $165M in Q4 2020.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Caisse de Depot et Placement du Quebec (CDPQ)'s 13F filing for Q2 2026, filed 14 Aug 2026.