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iA Global Asset Management’s Otis Worldwide OTIS Stock Holding History

iA Global 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 		$3.19M Buy
+44,545
New +$3.33M 0.04% 242
2024
Q4 		– Sell
-4,013
Closed -$417K – 491
2024
Q3 		$417K Sell
4,013
-6,820
-63% -$650K 0.01% 394
2024
Q2 		$1.04M Sell
10,833
-2,869
-21% -$276K 0.02% 296
2024
Q1 		$1.36M Buy
13,702
+3,438
+33% +$318K 0.03% 279
2023
Q4 		$918K Sell
10,264
-4,752
-32% -$395K 0.02% 306
2023
Q3 		$1.21M Buy
15,016
+3,689
+33% +$315K 0.03% 268
2023
Q2 		$1.01M Buy
+11,327
New +$954K 0.03% 276

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

iA Global Asset Management's OTIS Position: Q2 2026 in Review

iA Global Asset Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 44,545 shares worth $3.19M. The stake represents 0.04% of the portfolio and ranks #242 among its holdings. This is a return to the name: iA Global Asset Management previously reported a position in OTIS as recently as Q3 2024.

iA Global Asset Management first reported a position in OTIS in Q2 2023 and has held it in 7 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • iA Global Asset Management held 44,545 shares of Otis Worldwide worth $3.19M as of Q2 2026.
  • Otis Worldwide was a new iA Global Asset Management position in Q2 2026.
  • Otis Worldwide made up 0.04% of iA Global Asset Management's portfolio in Q2 2026, its #242 holding.
  • iA Global Asset Management first reported a position in Otis Worldwide in Q2 2023 and has held it in 7 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on iA Global Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.