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Investment Management Corp of Ontario (IMCO)’s Otis Worldwide OTIS Stock Holding History

Investment Management Corp of Ontario (IMCO)’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 		$2.15M Sell
27,857
-1,535
-5% -$134K 0.03% 412
2025
Q4 		$2.57M Buy
29,392
+10,860
+59% +$972K 0.03% 384
2025
Q3 		$1.69M Buy
18,532
+8,824
+91% +$801K 0.03% 367
2025
Q2 		$961K Sell
9,708
-1,600
-14% -$154K 0.01% 425
2025
Q1 		$1.17M Buy
11,308
+200
+2% +$19.5K 0.02% 381
2024
Q4 		$1.03M Sell
11,108
-2,300
-17% -$231K 0.03% 233
2024
Q3 		$1.39M Buy
13,408
+4,500
+51% +$429K 0.03% 336
2024
Q2 		$857K Buy
8,908
+2,300
+35% +$222K 0.02% 357
2024
Q1 		$656K Sell
6,608
-3,000
-31% -$277K 0.02% 380
2023
Q4 		$860K Buy
+9,608
New +$799K 0.02% 372

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

Investment Management Corp of Ontario (IMCO)'s OTIS Position: Q1 2026 in Review

Investment Management Corp of Ontario (IMCO) reduced its Otis Worldwide (OTIS) stake by 5.2% in Q1 2026, selling an estimated $134K and leaving 27,857 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #412.

Investment Management Corp of Ontario (IMCO) first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.57M in Q4 2025. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Investment Management Corp of Ontario (IMCO) held 27,857 shares of Otis Worldwide worth $2.15M as of Q1 2026.
  • Investment Management Corp of Ontario (IMCO) sold 1,535 Otis Worldwide shares in Q1 2026, an estimated $134K.
  • Otis Worldwide made up 0.03% of Investment Management Corp of Ontario (IMCO)'s portfolio in Q1 2026, its #412 holding.
  • Investment Management Corp of Ontario (IMCO) first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
  • Investment Management Corp of Ontario (IMCO)'s Otis Worldwide position peaked at $2.57M in Q4 2025.
  • 1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Investment Management Corp of Ontario (IMCO)'s 13F filing for Q1 2026, filed 15 May 2026.