Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Otis Worldwide OTIS Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$1.88M Buy
24,424
+9,018
+59% +$789K ﹤0.01% 1010
2025
Q4 		$1.35M Sell
15,406
-131
-0.8% -$11.7K ﹤0.01% 1013
2025
Q3 		$1.42M Sell
15,537
-207
-1% -$18.8K ﹤0.01% 807
2025
Q2 		$1.56M Buy
15,744
+11,016
+233% +$1.06M ﹤0.01% 708
2025
Q1 		$488K Buy
+4,728
New +$462K ﹤0.01% 830
2023
Q2 		– Sell
-1,997
Closed -$169K – 1361
2023
Q1 		$169K Buy
+1,997
New +$165K ﹤0.01% 988
2022
Q3 		– Sell
-2,647
Closed -$187K – 1630
2022
Q2 		$187K Sell
2,647
-104,896
-98% -$7.73M ﹤0.01% 1225
2022
Q1 		$8.28M Sell
107,543
-98,741
-48% -$7.89M 0.03% 362
2021
Q4 		$18M Sell
206,284
-219,177
-52% -$18.3M 0.04% 301
2021
Q3 		$35M Sell
425,461
-15,000
-3% -$1.32M 0.09% 153
2021
Q2 		$36M Sell
440,461
-734,800
-63% -$56.6M 0.08% 191
2021
Q1 		$80.4M Buy
1,175,261
+118,269
+11% +$7.73M 0.2% 85
2020
Q4 		$71.4M Buy
1,056,992
+380,643
+56% +$24.7M 0.19% 97
2020
Q3 		$42.2M Buy
676,349
+215,484
+47% +$13.2M 0.32% 51
2020
Q2 		$26.2M Buy
+460,865
New +$23.9M 0.21% 88

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $315B AUM 27.84% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's OTIS Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund increased its Otis Worldwide (OTIS) stake by 59% in Q1 2026, buying an estimated $789K and bringing the position to 24,424 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in OTIS in Q2 2020 and has held it in 15 quarters since. The position peaked at $80.4M in Q1 2021. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 24,424 shares of Otis Worldwide worth $1.88M as of Q1 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund bought 9,018 Otis Worldwide shares in Q1 2026, an estimated $789K.
  • Otis Worldwide made up ﹤0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #1010 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Otis Worldwide in Q2 2020 and has held it in 15 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Otis Worldwide position peaked at $80.4M in Q1 2021.
  • 1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.