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Groupe la Francaise’s Otis Worldwide OTIS Stock Holding History

Groupe la Francaise’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 		$4.79M Buy
66,940
+6,529
+11% +$488K 0.06% 199
2026
Q1 		$4.66M Buy
60,411
+6,511
+12% +$570K 0.06% 194
2025
Q4 		$4.71M Buy
53,900
+1,610
+3% +$144K 0.07% 185
2025
Q3 		$4.77M Buy
52,290
+624
+1% +$56.6K 0.06% 168
2025
Q2 		$5.09M Buy
51,666
+8,248
+19% +$796K 0.08% 147
2025
Q1 		$4.47M Buy
43,418
+5,391
+14% +$527K 0.09% 145
2024
Q4 		$3.53M Buy
+38,027
New +$3.81M 0.09% 136

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

Groupe la Francaise's OTIS Position: Q2 2026 in Review

Groupe la Francaise increased its Otis Worldwide (OTIS) stake by 11% in Q2 2026, buying an estimated $488K and bringing the position to 66,940 shares worth $4.79M. The position accounts for 0.06% of the portfolio, ranked #199.

Groupe la Francaise first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.09M in Q2 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Groupe la Francaise held 66,940 shares of Otis Worldwide worth $4.79M as of Q2 2026.
  • Groupe la Francaise bought 6,529 Otis Worldwide shares in Q2 2026, an estimated $488K.
  • Otis Worldwide made up 0.06% of Groupe la Francaise's portfolio in Q2 2026, its #199 holding.
  • Groupe la Francaise first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • Groupe la Francaise's Otis Worldwide position peaked at $5.09M in Q2 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Groupe la Francaise's 13F filing for Q2 2026, filed 25 Aug 2026.