Financiere des Professionnels’s Otis Worldwide OTIS Stock Holding History

Financiere des Professionnels’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	–	Sell	-51,745	Closed	-$4.52M	–	420
2025 Q4	$4.52M	Sell	51,745 -1,493	-3%	-$134K	0.26%	89
2025 Q3	$4.87M	Sell	53,238 -1,070	-2%	-$97.1K	0.28%	93
2025 Q2	$5.38M	Sell	54,308 -3,625	-6%	-$350K	0.32%	86
2025 Q1	$5.98M	Sell	57,933 -1,221	-2%	-$119K	0.39%	77
2024 Q4	$5.48M	Sell	59,154 -1,051	-2%	-$105K	0.38%	83
2024 Q3	$6.26M	Sell	60,205 -664	-1%	-$63.3K	0.43%	80
2024 Q2	$5.84M	Buy	60,869 +316	+0.5%	+$30.5K	0.46%	71
2024 Q1	$6.01M	Hold	60,553	–	–	0.48%	72
2023 Q4	$5.42M	Buy	60,553 +497	+0.8%	+$41.3K	0.48%	73
2023 Q3	$4.82M	Buy	+60,056	New	+$5.14M	0.46%	65

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Financiere des Professionnels's OTIS Position: Q1 2026 in Review

Financiere des Professionnels sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 51,745 shares — an estimated $4.52M sold.

Financiere des Professionnels first reported a position in OTIS in Q3 2023 and held it in 10 quarters. The position peaked at $6.26M in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Financiere des Professionnels reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
Financiere des Professionnels sold 51,745 Otis Worldwide shares in Q1 2026, an estimated $4.52M.
Financiere des Professionnels first reported a position in Otis Worldwide in Q3 2023 and held it in 10 quarters.
Financiere des Professionnels's Otis Worldwide position peaked at $6.26M in Q3 2024.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Financiere des Professionnels's 13F filing for Q1 2026, filed 6 May 2026.