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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
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 $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

Groupama Asset Management's OTIS Position: Q1 2026 in Review

Groupama Asset Management increased its Otis Worldwide (OTIS) stake by 246% in Q1 2026, buying an estimated $612K and bringing the position to 9,848 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #248.

Groupama Asset Management first reported a position in OTIS in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Groupama Asset Management held 9,848 shares of Otis Worldwide worth $759K as of Q1 2026.
  • Groupama Asset Management bought 6,999 Otis Worldwide shares in Q1 2026, an estimated $612K.
  • Otis Worldwide made up 0.01% of Groupama Asset Management's portfolio in Q1 2026, its #248 holding.
  • Groupama Asset Management first reported a position in Otis Worldwide in Q4 2023 and has held it in 7 quarters since.
  • Groupama Asset Management's Otis Worldwide position peaked at $1.05M in Q4 2023.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Groupama Asset Management's 13F filing for Q1 2026, filed 22 May 2026.