National Bank of Canada
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National Bank of Canada’s Otis Worldwide OTIS Stock Holding History

National Bank of Canada’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 		$32.2M Buy
417,644
+69,100
+20% +$6.05M 0.03% 366
2025
Q4 		$30.4M Buy
348,544
+38,218
+12% +$3.42M 0.03% 416
2025
Q3 		$28.4M Sell
310,326
-47,217
-13% -$4.29M 0.03% 409
2025
Q2 		$35.4M Buy
357,543
+23,288
+7% +$2.25M 0.03% 381
2025
Q1 		$34.5M Buy
334,255
+77,763
+30% +$7.6M 0.04% 380
2024
Q4 		$23.8M Sell
256,492
-457,921
-64% -$45.9M 0.03% 511
2024
Q3 		$74.3M Buy
714,413
+523,518
+274% +$49.9M 0.09% 218
2024
Q2 		$18.1M Buy
190,895
+24,485
+15% +$2.36M 0.02% 412
2024
Q1 		$16.2M Sell
166,410
-3,631
-2% -$336K 0.02% 480
2023
Q4 		$15M Sell
170,041
-120,431
-41% -$10M 0.02% 476
2023
Q3 		$23.1M Buy
290,472
+6,317
+2% +$540K 0.04% 386
2023
Q2 		$25.2M Sell
284,155
-37,383
-12% -$3.15M 0.05% 302
2023
Q1 		$27.1M Buy
321,538
+41,586
+15% +$3.44M 0.07% 232
2022
Q4 		$21.9M Sell
279,952
-50,501
-15% -$3.73M 0.06% 266
2022
Q3 		$21.5M Sell
330,453
-17,226
-5% -$1.26M 0.12% 199
2022
Q2 		$24.9M Sell
347,679
-6,247
-2% -$460K 0.11% 202
2022
Q1 		$26.8M Buy
353,926
+255,553
+260% +$20.4M 0.08% 236
2021
Q4 		$8.53M Buy
+98,373
New +$8.23M 0.03% 423

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

National Bank of Canada's OTIS Position: Q1 2026 in Review

National Bank of Canada increased its Otis Worldwide (OTIS) stake by 20% in Q1 2026, buying an estimated $6.05M and bringing the position to 417,644 shares worth $32.2M. The position accounts for 0.03% of the portfolio, ranked #366.

National Bank of Canada first reported a position in OTIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $74.3M in Q3 2024. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • National Bank of Canada held 417,644 shares of Otis Worldwide worth $32.2M as of Q1 2026.
  • National Bank of Canada bought 69,100 Otis Worldwide shares in Q1 2026, an estimated $6.05M.
  • Otis Worldwide made up 0.03% of National Bank of Canada's portfolio in Q1 2026, its #366 holding.
  • National Bank of Canada first reported a position in Otis Worldwide in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Otis Worldwide position peaked at $74.3M in Q3 2024.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.