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Vancity Investment Management’s Otis Worldwide OTIS Stock Holding History

Vancity 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
Q2 		– Sell
-4,672
Closed -$360K – 101
2026
Q1 		$360K Sell
4,672
-372
-7% -$32.5K 0.06% 68
2025
Q4 		$441K Buy
5,044
+990
+24% +$88.6K 0.06% 62
2025
Q3 		$371K Buy
4,054
+488
+14% +$44.3K 0.05% 66
2025
Q2 		$353K Buy
3,566
+565
+19% +$54.5K 0.04% 63
2025
Q1 		$310K Buy
+3,001
New +$293K 0.04% 69

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vancity Investment Management's OTIS Position: Q2 2026 in Review

Vancity Investment Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 4,672 shares — an estimated $360K sold.

Vancity Investment Management first reported a position in OTIS in Q1 2025 and held it in 5 quarters. The position peaked at $441K in Q4 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Vancity Investment Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Vancity Investment Management sold 4,672 Otis Worldwide shares in Q2 2026, an estimated $360K.
  • Vancity Investment Management first reported a position in Otis Worldwide in Q1 2025 and held it in 5 quarters.
  • Vancity Investment Management's Otis Worldwide position peaked at $441K in Q4 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Vancity Investment Management's 13F filing for Q2 2026, filed 24 Aug 2026.