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Candriam SCA’s Otis Worldwide OTIS Stock Holding History

Candriam SCA’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 		$4.44M Buy
62,066
+3,087
+5% +$231K 0.02% 409
2026
Q1 		$4.55M Sell
58,979
-10,755
-15% -$941K 0.02% 409
2025
Q4 		$6.09M Sell
69,734
-12,439
-15% -$1.11M 0.03% 352
2025
Q3 		$7.51M Sell
82,173
-269,963
-77% -$24.5M 0.04% 308
2025
Q2 		$34.9M Sell
352,136
-97,992
-22% -$9.46M 0.2% 104
2025
Q1 		$46.5M Sell
450,128
-50,952
-10% -$4.98M 0.29% 86
2024
Q4 		$46.4M Buy
501,080
+44,980
+10% +$4.51M 0.27% 82
2024
Q3 		$47.4M Buy
456,100
+163,470
+56% +$15.6M 0.27% 78
2024
Q2 		$28.2M Buy
292,630
+2,858
+1% +$275K 0.17% 128
2024
Q1 		$28.8M Buy
289,772
+4,762
+2% +$440K 0.18% 124
2023
Q4 		$25.5M Sell
285,010
-36,698
-11% -$3.05M 0.18% 126
2023
Q3 		$25.8M Sell
321,708
-9,460
-3% -$809K 0.18% 113
2023
Q2 		$29.5M Sell
331,168
-89,490
-21% -$7.54M 0.21% 122
2023
Q1 		$32.7M Sell
420,658
-24,060
-5% -$1.99M 0.23% 112
2022
Q4 		$34.8M Sell
444,718
-91,822
-17% -$6.78M 0.23% 99
2022
Q3 		$34.2M Buy
536,540
+10,561
+2% +$773K 0.24% 94
2022
Q2 		$37.2M Buy
525,979
+94,877
+22% +$6.99M 0.31% 80
2022
Q1 		$33.2M Sell
431,102
-37,300
-8% -$2.98M 0.23% 103
2021
Q4 		$40.8M Buy
468,402
+96,737
+26% +$8.1M 0.26% 101
2021
Q3 		$30.6M Buy
371,665
+89,827
+32% +$7.9M 0.21% 120
2021
Q2 		$23M Buy
281,838
+203,163
+258% +$15.6M 0.16% 155
2021
Q1 		$5.11M Hold
78,675
– – 0.04% 371
2020
Q4 		$5.32M Sell
78,675
-7,327
-9% -$475K 0.04% 380
2020
Q3 		$5.37M Buy
86,002
+56,008
+187% +$3.43M 0.05% 345
2020
Q2 		$1.71M Buy
+29,994
New +$1.55M 0.02% 514

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

Candriam SCA's OTIS Position: Q2 2026 in Review

Candriam SCA increased its Otis Worldwide (OTIS) stake by 5.2% in Q2 2026, buying an estimated $231K and bringing the position to 62,066 shares worth $4.44M. The position accounts for 0.02% of the portfolio, ranked #409.

Candriam SCA first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $47.4M in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Candriam SCA held 62,066 shares of Otis Worldwide worth $4.44M as of Q2 2026.
  • Candriam SCA bought 3,087 Otis Worldwide shares in Q2 2026, an estimated $231K.
  • Otis Worldwide made up 0.02% of Candriam SCA's portfolio in Q2 2026, its #409 holding.
  • Candriam SCA first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Candriam SCA's Otis Worldwide position peaked at $47.4M in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Candriam SCA's 13F filing for Q2 2026, filed 13 Aug 2026.