Fiera Capital (Canada)
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Fiera Capital (Canada)’s Otis Worldwide OTIS Stock Holding History

Fiera Capital (Canada)’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
Q1 		$375M Sell
4,866,896
-153,156
-3% -$13.4M 1.28% 23
2025
Q4 		$439M Sell
5,020,052
-124,171
-2% -$11.1M 1.39% 21
2025
Q3 		$470M Sell
5,144,223
-194,805
-4% -$17.7M 1.52% 17
2025
Q2 		$529M Sell
5,339,028
-55,271
-1% -$5.34M 1.79% 14
2025
Q1 		$557M Sell
5,394,299
-1,202,456
-18% -$117M 2.01% 12
2024
Q4 		$611M Sell
6,596,755
-306,542
-4% -$30.7M 1.92% 13
2024
Q3 		$718M Sell
6,903,297
-116,451
-2% -$11.1M 2.16% 12
2024
Q2 		$676M Sell
7,019,748
-600,289
-8% -$57.9M 2.09% 11
2024
Q1 		$756M Buy
7,620,037
+61,414
+0.8% +$5.68M 2.2% 11
2023
Q4 		$676M Sell
7,558,623
-520,898
-6% -$43.3M 2.08% 12
2023
Q3 		$649M Sell
8,079,521
-666,154
-8% -$57M 2.08% 15
2023
Q2 		$778M Sell
8,745,675
-418,370
-5% -$35.2M 2.25% 13
2023
Q1 		$773M Sell
9,164,045
-164,524
-2% -$13.6M 2.31% 13
2022
Q4 		$731M Sell
9,328,569
-515,811
-5% -$38.1M 2.27% 13
2022
Q3 		$563M Sell
9,844,380
-538,228
-5% -$39.4M 2.02% 14
2022
Q2 		$734M Buy
10,382,608
+357,384
+4% +$26.3M 2.18% 14
2022
Q1 		$771M Sell
10,025,224
-137,029
-1% -$11M 2% 16
2021
Q4 		$885M Sell
10,162,253
-5,629
-0.1% -$471K 2.07% 16
2021
Q3 		$837M Sell
10,167,882
-94,094
-0.9% -$8.27M 2.15% 17
2021
Q2 		$839M Buy
10,261,976
+38,412
+0.4% +$2.96M 2.15% 17
2021
Q1 		$700M Sell
10,223,564
-506,798
-5% -$33.1M 2.01% 19
2020
Q4 		$725M Buy
10,730,362
+706,092
+7% +$45.8M 1.95% 19
2020
Q3 		$626M Buy
10,024,270
+163,925
+2% +$10M 1.86% 19
2020
Q2 		$561M Buy
+9,860,345
New +$511M 1.89% 18

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiera Capital (Canada)'s OTIS Position: Q1 2026 in Review

Fiera Capital (Canada) reduced its Otis Worldwide (OTIS) stake by 3.1% in Q1 2026, selling an estimated $13.4M and leaving 4,866,896 shares worth $375M. The position accounts for 1.28% of the portfolio, ranked #23.

Fiera Capital (Canada) first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $885M in Q4 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Fiera Capital (Canada) held 4,866,896 shares of Otis Worldwide worth $375M as of Q1 2026.
  • Fiera Capital (Canada) sold 153,156 Otis Worldwide shares in Q1 2026, an estimated $13.4M.
  • Otis Worldwide made up 1.28% of Fiera Capital (Canada)'s portfolio in Q1 2026, its #23 holding.
  • Fiera Capital (Canada) first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Fiera Capital (Canada)'s Otis Worldwide position peaked at $885M in Q4 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Fiera Capital (Canada)'s 13F filing for Q1 2026, filed 12 May 2026.