Canada Life
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Canada Life’s Otis Worldwide OTIS Stock Holding History

Canada Life’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 		$25.4M Sell
355,553
-53,410
-13% -$3.99M 0.04% 334
2026
Q1 		$31.6M Sell
408,963
-1,347
-0.3% -$118K 0.06% 274
2025
Q4 		$35.9M Sell
410,310
-178,982
-30% -$16M 0.06% 247
2025
Q3 		$53.8M Buy
589,292
+22,544
+4% +$2.05M 0.08% 231
2025
Q2 		$56.2M Sell
566,748
-52,649
-9% -$5.08M 0.09% 204
2025
Q1 		$64M Buy
619,397
+8,119
+1% +$793K 0.11% 168
2024
Q4 		$56.6M Sell
611,278
-15,557
-2% -$1.56M 0.1% 181
2024
Q3 		$65.2M Buy
626,835
+17,399
+3% +$1.66M 0.11% 169
2024
Q2 		$58.7M Sell
609,436
-48,481
-7% -$4.67M 0.11% 172
2024
Q1 		$65.4M Sell
657,917
-12,671
-2% -$1.17M 0.13% 149
2023
Q4 		$59.7M Buy
670,588
+90,165
+16% +$7.5M 0.13% 154
2023
Q3 		$46.6M Buy
580,423
+1,538
+0.3% +$132K 0.11% 178
2023
Q2 		$51.8M Buy
578,885
+148,345
+34% +$12.5M 0.12% 164
2023
Q1 		$36.4M Buy
430,540
+2,615
+0.6% +$216K 0.09% 235
2022
Q4 		$33.7M Sell
427,925
-32,633
-7% -$2.41M 0.09% 239
2022
Q3 		$29.4M Sell
460,558
-11,831
-3% -$866K 0.08% 237
2022
Q2 		$33.4M Buy
472,389
+66,958
+17% +$4.93M 0.09% 231
2022
Q1 		$32.9M Buy
405,431
+44,235
+12% +$3.54M 0.07% 289
2021
Q4 		$31.4M Buy
361,196
+15,389
+4% +$1.29M 0.06% 307
2021
Q3 		$28.6M Buy
345,807
+19,962
+6% +$1.76M 0.07% 301
2021
Q2 		$26.6M Sell
325,845
-12,877
-4% -$991K 0.06% 332
2021
Q1 		$23.1M Buy
338,722
+122
+0% +$7.97K 0.06% 353
2020
Q4 		$22.8M Buy
338,600
+32,960
+11% +$2.14M 0.04% 394
2020
Q3 		$19.1M Sell
305,640
-9,047
-3% -$553K 0.04% 398
2020
Q2 		$17.8M Buy
+314,687
New +$16.3M 0.04% 386

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

Canada Life's OTIS Position: Q2 2026 in Review

Canada Life reduced its Otis Worldwide (OTIS) stake by 13% in Q2 2026, selling an estimated $3.99M and leaving 355,553 shares worth $25.4M. The position accounts for 0.04% of the portfolio, ranked #334.

Canada Life first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $65.4M in Q1 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Canada Life held 355,553 shares of Otis Worldwide worth $25.4M as of Q2 2026.
  • Canada Life sold 53,410 Otis Worldwide shares in Q2 2026, an estimated $3.99M.
  • Otis Worldwide made up 0.04% of Canada Life's portfolio in Q2 2026, its #334 holding.
  • Canada Life first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Canada Life's Otis Worldwide position peaked at $65.4M in Q1 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Canada Life's 13F filing for Q2 2026, filed 13 Aug 2026.