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Scotia Capital’s Otis Worldwide OTIS Stock Holding History

Scotia Capital’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 		$886K Sell
11,495
-964
-8% -$84.3K ﹤0.01% 585
2025
Q4 		$1.09M Buy
12,459
+1,068
+9% +$95.5K ﹤0.01% 552
2025
Q3 		$1.04M Sell
11,391
-29,045
-72% -$2.64M ﹤0.01% 554
2025
Q2 		$4M Sell
40,436
-6,337
-14% -$612K 0.02% 314
2025
Q1 		$4.83M Buy
46,773
+651
+1% +$63.6K 0.03% 271
2024
Q4 		$4.27M Sell
46,122
-152
-0.3% -$15.2K 0.02% 292
2024
Q3 		$4.81M Buy
46,274
+13
+0% +$1.24K 0.03% 263
2024
Q2 		$4.45M Buy
46,261
+1,358
+3% +$131K 0.03% 264
2024
Q1 		$4.46M Sell
44,903
-4,653
-9% -$430K 0.03% 270
2023
Q4 		$4.43M Sell
49,556
-307
-0.6% -$25.5K 0.03% 258
2023
Q3 		$4M Buy
49,863
+488
+1% +$41.7K 0.03% 253
2023
Q2 		$4.39M Sell
49,375
-469
-0.9% -$39.5K 0.03% 244
2023
Q1 		$4.21M Buy
49,844
+545
+1% +$45.1K 0.03% 247
2022
Q4 		$3.86M Buy
49,299
+1,133
+2% +$83.7K 0.03% 249
2022
Q3 		$3.07M Sell
48,166
-130
-0.3% -$9.51K 0.02% 280
2022
Q2 		$3.41M Buy
48,296
+2,436
+5% +$179K 0.03% 277
2022
Q1 		$3.53M Buy
45,860
+3,499
+8% +$280K 0.02% 314
2021
Q4 		$3.69M Buy
42,361
+4,935
+13% +$413K 0.02% 306
2021
Q3 		$3.08M Buy
37,426
+2,677
+8% +$235K 0.02% 321
2021
Q2 		$2.84M Buy
34,749
+15,901
+84% +$1.22M 0.02% 332
2021
Q1 		$1.29M Sell
18,848
-6,452
-26% -$422K 0.01% 433
2020
Q4 		$1.71M Buy
25,300
+660
+3% +$42.8K 0.02% 359
2020
Q3 		$1.54M Buy
24,640
+1,238
+5% +$75.7K 0.02% 335
2020
Q2 		$1.33M Buy
+23,402
New +$1.21M 0.02% 307

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

Scotia Capital's OTIS Position: Q1 2026 in Review

Scotia Capital reduced its Otis Worldwide (OTIS) stake by 7.7% in Q1 2026, selling an estimated $84.3K and leaving 11,495 shares worth $886K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Scotia Capital first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.83M in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Scotia Capital held 11,495 shares of Otis Worldwide worth $886K as of Q1 2026.
  • Scotia Capital sold 964 Otis Worldwide shares in Q1 2026, an estimated $84.3K.
  • Otis Worldwide made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #585 holding.
  • Scotia Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Scotia Capital's Otis Worldwide position peaked at $4.83M in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.