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
Q2 		$296M Sell
4,138,739
-728,157
-15% -$54.4M 1.08% 28
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

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

Fiera Capital (Canada)'s OTIS Position: Q2 2026 in Review

Fiera Capital (Canada) reduced its Otis Worldwide (OTIS) stake by 15% in Q2 2026, selling an estimated $54.4M and leaving 4,138,739 shares worth $296M. The position accounts for 1.08% of the portfolio, ranked #28.

Fiera Capital (Canada) first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $885M in Q4 2021. 1,226 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Fiera Capital (Canada) held 4,138,739 shares of Otis Worldwide worth $296M as of Q2 2026.
  • Fiera Capital (Canada) sold 728,157 Otis Worldwide shares in Q2 2026, an estimated $54.4M.
  • Otis Worldwide made up 1.08% of Fiera Capital (Canada)'s portfolio in Q2 2026, its #28 holding.
  • Fiera Capital (Canada) first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Fiera Capital (Canada)'s Otis Worldwide position peaked at $885M in Q4 2021.
  • 1,226 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fiera Capital (Canada)'s 13F filing for Q2 2026, filed 7 Aug 2026.