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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
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 $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

Vancity Investment Management's OTIS Position: Q1 2026 in Review

Vancity Investment Management reduced its Otis Worldwide (OTIS) stake by 7.4% in Q1 2026, selling an estimated $32.5K and leaving 4,672 shares worth $360K. The position accounts for 0.06% of the portfolio, ranked #68.

Vancity Investment Management first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $441K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Vancity Investment Management held 4,672 shares of Otis Worldwide worth $360K as of Q1 2026.
  • Vancity Investment Management sold 372 Otis Worldwide shares in Q1 2026, an estimated $32.5K.
  • Otis Worldwide made up 0.06% of Vancity Investment Management's portfolio in Q1 2026, its #68 holding.
  • Vancity Investment Management first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • Vancity Investment Management's Otis Worldwide position peaked at $441K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Vancity Investment Management's 13F filing for Q1 2026, filed 15 May 2026.