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CIBC Bancorp USA’s Otis Worldwide OTIS Stock Holding History

CIBC Bancorp USA’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 		$85.8M Sell
1,196,850
-1,667,377
-58% -$125M 0.1% 180
2026
Q1 		$221M Buy
+2,864,227
New +$251M 0.3% 86
2025
Q3 		$5.38M Buy
+58,875
New +$5.34M 0.03% 390

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

CIBC Bancorp USA's OTIS Position: Q2 2026 in Review

CIBC Bancorp USA reduced its Otis Worldwide (OTIS) stake by 58% in Q2 2026, selling an estimated $125M and leaving 1,196,850 shares worth $85.8M. The position accounts for 0.1% of the portfolio, ranked #180.

CIBC Bancorp USA first reported a position in OTIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $221M in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • CIBC Bancorp USA held 1,196,850 shares of Otis Worldwide worth $85.8M as of Q2 2026.
  • CIBC Bancorp USA sold 1,667,377 Otis Worldwide shares in Q2 2026, an estimated $125M.
  • Otis Worldwide made up 0.1% of CIBC Bancorp USA's portfolio in Q2 2026, its #180 holding.
  • CIBC Bancorp USA first reported a position in Otis Worldwide in Q3 2025 and has held it in 3 quarters since.
  • CIBC Bancorp USA's Otis Worldwide position peaked at $221M in Q1 2026.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.