Mackenzie Financial
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Mackenzie Financial’s Otis Worldwide OTIS Stock Holding History

Mackenzie Financial’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 		$4.18M Buy
54,285
+3,208
+6% +$281K 0.01% 718
2025
Q4 		$4.49M Sell
51,077
-126,796
-71% -$11.3M 0.01% 664
2025
Q3 		$16.3M Buy
177,873
+378
+0.2% +$34.3K 0.02% 412
2025
Q2 		$17.6M Sell
177,495
-2,590
-1% -$250K 0.02% 391
2025
Q1 		$18.6M Buy
180,085
+3,634
+2% +$355K 0.03% 357
2024
Q4 		$16.3M Buy
176,451
+301
+0.2% +$30.2K 0.02% 385
2024
Q3 		$18.3M Buy
176,150
+122,651
+229% +$11.7M 0.03% 358
2024
Q2 		$5.15M Buy
53,499
+19,760
+59% +$1.9M 0.01% 542
2024
Q1 		$3.35M Buy
33,739
+1,500
+5% +$139K ﹤0.01% 629
2023
Q4 		$2.88M Sell
32,239
-2,965
-8% -$247K ﹤0.01% 663
2023
Q3 		$2.8M Buy
35,204
+1,000
+3% +$85.5K ﹤0.01% 647
2023
Q2 		$3.03M Sell
34,204
-3,105
-8% -$262K ﹤0.01% 655
2023
Q1 		$3.15M Sell
37,309
-1,010
-3% -$83.6K ﹤0.01% 643
2022
Q4 		$3M Buy
38,319
+6,110
+19% +$451K 0.01% 597
2022
Q3 		$2.06M Buy
32,209
+804
+3% +$58.8K ﹤0.01% 688
2022
Q2 		$2.22M Buy
31,405
+3,426
+12% +$252K ﹤0.01% 703
2022
Q1 		$2.15M Sell
27,979
-501
-2% -$40K ﹤0.01% 740
2021
Q4 		$2.48M Sell
28,480
-937
-3% -$78.4K ﹤0.01% 727
2021
Q3 		$2.42M Buy
29,417
+7,693
+35% +$676K ﹤0.01% 722
2021
Q2 		$1.78M Buy
21,724
+5,196
+31% +$400K ﹤0.01% 741
2021
Q1 		$1.13M Buy
16,528
+6,555
+66% +$428K ﹤0.01% 795
2020
Q4 		$674K Sell
9,973
-384,416
-97% -$24.9M ﹤0.01% 776
2020
Q3 		$24.6M Sell
394,389
-9,828
-2% -$601K 0.06% 217
2020
Q2 		$23M Buy
+404,217
New +$20.9M 0.06% 217

Other funds holding OTIS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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 $298B AUM 21.96% 1-Year Est. Return

Mackenzie Financial's OTIS Position: Q1 2026 in Review

Mackenzie Financial increased its Otis Worldwide (OTIS) stake by 6.3% in Q1 2026, buying an estimated $281K and bringing the position to 54,285 shares worth $4.18M. The position accounts for 0.01% of the portfolio, ranked #718.

Mackenzie Financial first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $24.6M in Q3 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Mackenzie Financial held 54,285 shares of Otis Worldwide worth $4.18M as of Q1 2026.
  • Mackenzie Financial bought 3,208 Otis Worldwide shares in Q1 2026, an estimated $281K.
  • Otis Worldwide made up 0.01% of Mackenzie Financial's portfolio in Q1 2026, its #718 holding.
  • Mackenzie Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Mackenzie Financial's Otis Worldwide position peaked at $24.6M in Q3 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.