CIBC Asset Management
OTIS icon

CIBC Asset Management’s Otis Worldwide OTIS Stock Holding History

CIBC Asset Management’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 		$12.8M Sell
179,432
-27,689
-13% -$2.07M 0.03% 354
2026
Q1 		$16M Buy
207,121
+7,228
+4% +$632K 0.04% 296
2025
Q4 		$17.5M Buy
199,893
+37,656
+23% +$3.37M 0.04% 278
2025
Q3 		$14.8M Sell
162,237
-17,088
-10% -$1.55M 0.04% 251
2025
Q2 		$17.8M Buy
179,325
+11,170
+7% +$1.08M 0.05% 220
2025
Q1 		$17.4M Buy
168,155
+22,017
+15% +$2.15M 0.06% 214
2024
Q4 		$13.5M Sell
146,138
-739
-0.5% -$74.1K 0.04% 236
2024
Q3 		$15.3M Buy
146,877
+3,791
+3% +$361K 0.05% 214
2024
Q2 		$13.8M Sell
143,086
-4,119
-3% -$397K 0.05% 210
2024
Q1 		$14.6M Buy
147,205
+2,669
+2% +$247K 0.05% 217
2023
Q4 		$12.9M Buy
144,536
+32,886
+29% +$2.73M 0.05% 220
2023
Q3 		$8.97M Sell
111,650
-1,310
-1% -$112K 0.04% 254
2023
Q2 		$10.1M Sell
112,960
-906
-0.8% -$76.3K 0.04% 240
2023
Q1 		$9.61M Buy
113,866
+132
+0.1% +$10.9K 0.04% 251
2022
Q4 		$8.91M Buy
113,734
+3,328
+3% +$246K 0.04% 248
2022
Q3 		$7.04M Buy
110,406
+3,255
+3% +$238K 0.03% 274
2022
Q2 		$7.57M Sell
107,151
-3,323
-3% -$245K 0.03% 255
2022
Q1 		$8.5M Buy
110,474
+8,603
+8% +$688K 0.03% 264
2021
Q4 		$8.87M Buy
101,871
+5,848
+6% +$490K 0.03% 276
2021
Q3 		$7.9M Buy
96,023
+4,626
+5% +$407K 0.03% 273
2021
Q2 		$7.47M Buy
91,397
+6,255
+7% +$481K 0.03% 286
2021
Q1 		$5.83M Buy
85,142
+17,752
+26% +$1.16M 0.02% 305
2020
Q4 		$4.55M Buy
67,390
+2,514
+4% +$163K 0.02% 325
2020
Q3 		$4.05M Buy
64,876
+13,517
+26% +$827K 0.02% 310
2020
Q2 		$2.92M Buy
+51,359
New +$2.66M 0.02% 340

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

CIBC Asset Management's OTIS Position: Q2 2026 in Review

CIBC Asset Management reduced its Otis Worldwide (OTIS) stake by 13% in Q2 2026, selling an estimated $2.07M and leaving 179,432 shares worth $12.8M. The position accounts for 0.03% of the portfolio, ranked #354.

CIBC Asset Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $17.8M in Q2 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • CIBC Asset Management held 179,432 shares of Otis Worldwide worth $12.8M as of Q2 2026.
  • CIBC Asset Management sold 27,689 Otis Worldwide shares in Q2 2026, an estimated $2.07M.
  • Otis Worldwide made up 0.03% of CIBC Asset Management's portfolio in Q2 2026, its #354 holding.
  • CIBC Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • CIBC Asset Management's Otis Worldwide position peaked at $17.8M in Q2 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.