Canandaigua National Corp’s Otis Worldwide OTIS Stock Holding History

Canandaigua National Corp’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	$2.12M	Buy	+27,485	New	+$2.4M	0.19%	108
2022 Q4	$2.24M	Sell	28,628 -285	-1%	-$21K	0.38%	79
2022 Q3	$1.84M	Buy	28,913 +10,652	+58%	+$779K	0.33%	86
2022 Q2	$1.29M	Buy	18,261 +496	+3%	+$36.5K	0.23%	115
2022 Q1	$1.37M	Sell	17,765 -648	-4%	-$51.8K	0.21%	120
2021 Q4	$1.6M	Buy	18,413 +710	+4%	+$59.4K	0.24%	115
2021 Q3	$1.46M	Sell	17,703 -1,016	-5%	-$89.3K	0.24%	112
2021 Q2	$1.53M	Buy	18,719 +296	+2%	+$22.8K	0.25%	111
2021 Q1	$1.26M	Sell	18,423 -5,180	-22%	-$339K	0.21%	122
2020 Q4	$1.59M	Sell	23,603 -12,034	-34%	-$781K	0.28%	98
2020 Q3	$2.22M	Sell	35,637 -1,919	-5%	-$117K	0.39%	79
2020 Q2	$2.13M	Buy	+37,556	New	+$1.95M	0.39%	76

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Canandaigua National Corp's OTIS Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in Otis Worldwide (OTIS) in Q1 2026: 27,485 shares worth $2.12M. The stake represents 0.19% of the portfolio and ranks #108 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in OTIS as recently as Q4 2022.

Canandaigua National Corp first reported a position in OTIS in Q2 2020 and has held it in 12 quarters since. The position peaked at $2.24M in Q4 2022. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Canandaigua National Corp held 27,485 shares of Otis Worldwide worth $2.12M as of Q1 2026.
Otis Worldwide was a new Canandaigua National Corp position in Q1 2026.
Otis Worldwide made up 0.19% of Canandaigua National Corp's portfolio in Q1 2026, its #108 holding.
Canandaigua National Corp first reported a position in Otis Worldwide in Q2 2020 and has held it in 12 quarters since.
Canandaigua National Corp's Otis Worldwide position peaked at $2.24M in Q4 2022.
1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.