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 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 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

Groupe la Francaise's OTIS Position: Q1 2026 in Review

Groupe la Francaise increased its Otis Worldwide (OTIS) stake by 12% in Q1 2026, buying an estimated $570K and bringing the position to 60,411 shares worth $4.66M. The position accounts for 0.06% of the portfolio, ranked #194.

Groupe la Francaise first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.09M in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Groupe la Francaise held 60,411 shares of Otis Worldwide worth $4.66M as of Q1 2026.
Groupe la Francaise bought 6,511 Otis Worldwide shares in Q1 2026, an estimated $570K.
Otis Worldwide made up 0.06% of Groupe la Francaise's portfolio in Q1 2026, its #194 holding.
Groupe la Francaise first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
Groupe la Francaise's Otis Worldwide position peaked at $5.09M in Q2 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Groupe la Francaise's 13F filing for Q1 2026, filed 21 May 2026.