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Groupama Asset Management’s Otis Worldwide OTIS Stock Holding History

Groupama Asset Management’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 		$718K Hold
9,848
– – 0.01% 272
2026
Q1 		$759K Buy
9,848
+6,999
+246% +$612K 0.01% 248
2025
Q4 		$249K Sell
2,849
-295
-9% -$26.4K ﹤0.01% 417
2025
Q3 		$287K Buy
+3,144
New +$285K ﹤0.01% 418
2024
Q4 		– Sell
-9,428
Closed -$787K – 476
2024
Q3 		$787K Buy
9,428
+132
+1% +$12.6K 0.02% 289
2024
Q2 		$895K Buy
9,296
+4,015
+76% +$387K 0.01% 310
2024
Q1 		$1.03M Sell
5,281
-6,452
-55% -$596K 0.02% 309
2023
Q4 		$1.05M Buy
+11,733
New +$976K 0.03% 274

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 $3.38T AUM 44.17% 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

Groupama Asset Management's OTIS Position: Q2 2026 in Review

Groupama Asset Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 9,848 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #272.

Groupama Asset Management first reported a position in OTIS in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.05M in Q4 2023. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Groupama Asset Management held 9,848 shares of Otis Worldwide worth $718K as of Q2 2026.
  • Groupama Asset Management left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of Groupama Asset Management's portfolio in Q2 2026, its #272 holding.
  • Groupama Asset Management first reported a position in Otis Worldwide in Q4 2023 and has held it in 8 quarters since.
  • Groupama Asset Management's Otis Worldwide position peaked at $1.05M in Q4 2023.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Groupama Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.