CI Investments Inc
OTIS icon

CI Investments Inc’s Otis Worldwide OTIS Stock Holding History

CI Investments Inc’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 		$60.5M Buy
+844,938
New +$63.1M 0.19% 105
2025
Q4 		– Sell
-11,769
Closed -$1.08M – 1073
2025
Q3 		$1.08M Sell
11,769
-217
-2% -$19.7K ﹤0.01% 427
2025
Q2 		$1.19M Buy
11,986
+31
+0.3% +$2.99K ﹤0.01% 413
2025
Q1 		$1.23M Buy
11,955
+1,133
+10% +$111K 0.01% 399
2024
Q4 		$1M Buy
10,822
+3,524
+48% +$353K ﹤0.01% 418
2024
Q3 		$759K Buy
7,298
+471
+7% +$44.9K ﹤0.01% 436
2024
Q2 		$657K Buy
6,827
+91
+1% +$8.77K ﹤0.01% 442
2024
Q1 		$669K Buy
6,736
+920
+16% +$85K ﹤0.01% 445
2023
Q4 		$520K Buy
5,816
+4,571
+367% +$380K ﹤0.01% 445
2023
Q3 		$100K Buy
1,245
+55
+5% +$4.7K ﹤0.01% 827
2023
Q2 		$106K Buy
1,190
+87
+8% +$7.33K ﹤0.01% 777
2023
Q1 		$93K Sell
1,103
-79
-7% -$6.54K ﹤0.01% 757
2022
Q4 		$93K Buy
1,182
+617
+109% +$45.6K ﹤0.01% 771
2022
Q3 		$36K Buy
565
+513
+987% +$37.5K ﹤0.01% 908
2022
Q2 		$4K Sell
52
-1
-2% -$74 ﹤0.01% 1107
2022
Q1 		$4K Hold
53
– – ﹤0.01% 1163
2021
Q4 		$5K Hold
53
– – ﹤0.01% 1120
2021
Q3 		$4K Buy
+53
New +$4.66K ﹤0.01% 1099

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 $3.38T AUM 44.17% 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

CI Investments Inc's OTIS Position: Q2 2026 in Review

CI Investments Inc opened a new position in Otis Worldwide (OTIS) in Q2 2026: 844,938 shares worth $60.5M. The stake represents 0.19% of the portfolio and ranks #105 among its holdings. This is a return to the name: CI Investments Inc previously reported a position in OTIS as recently as Q3 2025.

CI Investments Inc first reported a position in OTIS in Q3 2021 and has held it in 18 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • CI Investments Inc held 844,938 shares of Otis Worldwide worth $60.5M as of Q2 2026.
  • Otis Worldwide was a new CI Investments Inc position in Q2 2026.
  • Otis Worldwide made up 0.19% of CI Investments Inc's portfolio in Q2 2026, its #105 holding.
  • CI Investments Inc first reported a position in Otis Worldwide in Q3 2021 and has held it in 18 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.