CIBC Private Wealth Group
OTIS icon

CIBC Private Wealth Group’s Otis Worldwide OTIS Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$249M Sell
2,850,031
-40,451
-1% -$3.62M 0.42% 66
2025
Q3 		$264M Buy
2,890,482
+1,013,876
+54% +$92M 0.45% 62
2025
Q2 		$186M Sell
1,876,606
-11,114
-0.6% -$1.07M 0.33% 85
2025
Q1 		$172M Sell
1,887,720
-1,178,558
-38% -$115M 0.36% 76
2024
Q4 		$281M Sell
3,066,278
-82,600
-3% -$8.28M 0.51% 52
2024
Q3 		$327M Sell
3,148,878
-9,971
-0.3% -$950K 0.59% 47
2024
Q2 		$308M Sell
3,158,849
-43,928
-1% -$4.23M 0.58% 45
2024
Q1 		$316M Sell
3,202,777
-85,162
-3% -$7.87M 0.62% 44
2023
Q4 		$294M Sell
3,287,939
-92,037
-3% -$7.65M 0.62% 41
2023
Q3 		$271M Sell
3,379,976
-75,410
-2% -$6.45M 0.64% 42
2023
Q2 		$308M Sell
3,455,386
-49,795
-1% -$4.2M 0.67% 39
2023
Q1 		$124M Sell
3,505,181
-30,182
-0.9% -$2.5M 0.27% 87
2022
Q4 		$261M Buy
3,535,363
+146,726
+4% +$10.8M 0.88% 36
2022
Q3 		$216M Buy
3,388,637
+62,802
+2% +$4.59M 0.58% 56
2022
Q2 		$235M Buy
3,325,835
+36,334
+1% +$2.68M 0.61% 50
2022
Q1 		$253M Buy
3,289,501
+5,034
+0.2% +$402K 0.55% 56
2021
Q4 		$286M Buy
3,284,467
+11,831
+0.4% +$990K 0.59% 50
2021
Q3 		$269M Buy
3,272,636
+26,488
+0.8% +$2.33M 0.63% 45
2021
Q2 		$265M Buy
3,246,148
+16,515
+0.5% +$1.27M 0.61% 45
2021
Q1 		$221M Buy
3,229,633
+867,666
+37% +$56.7M 0.56% 56
2020
Q4 		$160M Buy
2,361,967
+90,212
+4% +$5.85M 0.42% 64
2020
Q3 		$142M Buy
2,271,755
+506,113
+29% +$31M 0.43% 61
2020
Q2 		$100M Buy
+1,765,642
New +$91.5M 0.49% 60

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIBC Private Wealth Group's OTIS Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Otis Worldwide (OTIS) stake by 1.4% in Q4 2025, selling an estimated $3.62M and leaving 2,850,031 shares worth $249M. The position accounts for 0.42% of the portfolio, ranked #66.

CIBC Private Wealth Group first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $327M in Q3 2024. 1,310 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • CIBC Private Wealth Group held 2,850,031 shares of Otis Worldwide worth $249M as of Q4 2025.
  • CIBC Private Wealth Group sold 40,451 Otis Worldwide shares in Q4 2025, an estimated $3.62M.
  • Otis Worldwide made up 0.42% of CIBC Private Wealth Group's portfolio in Q4 2025, its #66 holding.
  • CIBC Private Wealth Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • CIBC Private Wealth Group's Otis Worldwide position peaked at $327M in Q3 2024.
  • 1,310 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.