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Intact Investment Management’s Otis Worldwide OTIS Stock Holding History

Intact Investment 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 		– Sell
-900
Closed -$78.6K – 318
2025
Q4 		$78.6K Buy
+900
New +$80.5K ﹤0.01% 268
2025
Q3 		– Sell
-800
Closed -$79.2K – 317
2025
Q2 		$79.2K Buy
800
+100
+14% +$9.65K ﹤0.01% 273
2025
Q1 		$72.2K Buy
+700
New +$68.4K ﹤0.01% 283
2024
Q4 		– Sell
-690
Closed -$71.7K – 339
2024
Q3 		$71.7K Buy
+690
New +$65.7K ﹤0.01% 291

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Intact Investment Management's OTIS Position: Q1 2026 in Review

Intact Investment Management sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 900 shares — an estimated $78.6K sold.

Intact Investment Management first reported a position in OTIS in Q3 2024 and held it in 4 quarters. The position peaked at $79.2K in Q2 2025. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Intact Investment Management reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Intact Investment Management sold 900 Otis Worldwide shares in Q1 2026, an estimated $78.6K.
  • Intact Investment Management first reported a position in Otis Worldwide in Q3 2024 and held it in 4 quarters.
  • Intact Investment Management's Otis Worldwide position peaked at $79.2K in Q2 2025.
  • 1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Intact Investment Management's 13F filing for Q1 2026, filed 8 May 2026.