CIBC World Market
OTIS icon

CIBC World Market’s Otis Worldwide OTIS Stock Holding History

CIBC World Market’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 		$3.04M Sell
42,513
-2,037
-5% -$152K ﹤0.01% 741
2026
Q1 		$3.43M Buy
44,550
+1,442
+3% +$126K 0.01% 639
2025
Q4 		$3.77M Buy
43,108
+6,778
+19% +$606K 0.01% 634
2025
Q3 		$3.32M Buy
36,330
+3,571
+11% +$324K 0.01% 678
2025
Q2 		$3.24M Sell
32,759
-26,553
-45% -$2.56M 0.01% 622
2025
Q1 		$6.12M Buy
59,312
+22,225
+60% +$2.17M 0.01% 446
2024
Q4 		$3.44M Buy
37,087
+4,791
+15% +$480K 0.01% 607
2024
Q3 		$3.36M Sell
32,296
-387
-1% -$36.9K 0.01% 574
2024
Q2 		$3.15M Sell
32,683
-3,362
-9% -$324K 0.01% 551
2024
Q1 		$3.58M Buy
36,045
+10,751
+43% +$994K 0.01% 528
2023
Q4 		$2.26M Buy
25,294
+4,397
+21% +$366K 0.01% 581
2023
Q3 		$1.68M Buy
20,897
+541
+3% +$46.3K 0.01% 605
2023
Q2 		$1.81M Buy
20,356
+1,584
+8% +$133K 0.01% 622
2023
Q1 		$1.58M Buy
18,772
+1,088
+6% +$90K 0.01% 645
2022
Q4 		$1.39M Buy
17,684
+2,187
+14% +$161K ﹤0.01% 692
2022
Q3 		$989K Buy
15,497
+2,226
+17% +$163K ﹤0.01% 722
2022
Q2 		$938K Buy
13,271
+1,602
+14% +$118K ﹤0.01% 733
2022
Q1 		$898K Buy
11,669
+338
+3% +$27K ﹤0.01% 764
2021
Q4 		$987K Buy
11,331
+1,805
+19% +$151K ﹤0.01% 785
2021
Q3 		$784K Buy
9,526
+1,798
+23% +$158K ﹤0.01% 848
2021
Q2 		$632K Sell
7,728
-203
-3% -$15.6K ﹤0.01% 919
2021
Q1 		$543K Buy
7,931
+378
+5% +$24.7K ﹤0.01% 946
2020
Q4 		$510K Buy
7,553
+3,027
+67% +$196K ﹤0.01% 943
2020
Q3 		$283K Sell
4,526
-2,906
-39% -$178K ﹤0.01% 977
2020
Q2 		$423K Buy
+7,432
New +$385K ﹤0.01% 830

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 World Market's OTIS Position: Q2 2026 in Review

CIBC World Market reduced its Otis Worldwide (OTIS) stake by 4.6% in Q2 2026, selling an estimated $152K and leaving 42,513 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #741.

CIBC World Market first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.12M in Q1 2025. 1,229 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • CIBC World Market held 42,513 shares of Otis Worldwide worth $3.04M as of Q2 2026.
  • CIBC World Market sold 2,037 Otis Worldwide shares in Q2 2026, an estimated $152K.
  • Otis Worldwide made up ﹤0.01% of CIBC World Market's portfolio in Q2 2026, its #741 holding.
  • CIBC World Market first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • CIBC World Market's Otis Worldwide position peaked at $6.12M in Q1 2025.
  • 1,229 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.