CF
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Canoe Financial’s Otis Worldwide OTIS Stock Holding History

Canoe Financial’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 		$189M Sell
2,450,336
-337,534
-12% -$29.5M 2.57% 9
2025
Q4 		$244M Buy
2,787,870
+375,914
+16% +$33.6M 3.31% 6
2025
Q3 		$221M Buy
2,411,956
+940,862
+64% +$85.4M 3.15% 7
2025
Q2 		$146M Sell
1,471,094
-32,275
-2% -$3.12M 2.08% 15
2025
Q1 		$155M Buy
1,503,369
+469,946
+45% +$45.9M 2.49% 12
2024
Q4 		$95.7M Buy
1,033,423
+904,157
+699% +$90.7M 1.56% 28
2024
Q3 		$13.5M Sell
129,266
-889,219
-87% -$84.7M 0.32% 57
2024
Q2 		$101M Hold
1,018,485
– – 1.87% 19
2024
Q1 		$101M Buy
+1,018,485
New +$94.1M 1.67% 22
2023
Q3 		– Sell
-968,894
Closed -$86.3M – 104
2023
Q2 		$86.3M Buy
968,894
+6,600
+0.7% +$556K 1.8% 19
2023
Q1 		$81.2M Buy
+962,294
New +$79.6M 1.14% 34

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