CF
OTIS icon

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
Q2 		$218M Buy
3,044,476
+594,140
+24% +$44.4M 2.7% 8
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 $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

Canoe Financial's OTIS Position: Q2 2026 in Review

Canoe Financial increased its Otis Worldwide (OTIS) stake by 24% in Q2 2026, buying an estimated $44.4M and bringing the position to 3,044,476 shares worth $218M. The position accounts for 2.7% of the portfolio, ranked #8.

Canoe Financial first reported a position in OTIS in Q1 2023 and has held it in 12 quarters since. The position peaked at $244M in Q4 2025. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Canoe Financial held 3,044,476 shares of Otis Worldwide worth $218M as of Q2 2026.
  • Canoe Financial bought 594,140 Otis Worldwide shares in Q2 2026, an estimated $44.4M.
  • Otis Worldwide made up 2.7% of Canoe Financial's portfolio in Q2 2026, its #8 holding.
  • Canoe Financial first reported a position in Otis Worldwide in Q1 2023 and has held it in 12 quarters since.
  • Canoe Financial's Otis Worldwide position peaked at $244M in Q4 2025.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Canoe Financial's 13F filing for Q2 2026, filed 16 Jul 2026.