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TCTC Holdings’s Otis Worldwide OTIS Stock Holding History

TCTC Holdings’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 		$236K Sell
3,062
-187
-6% -$16.4K 0.01% 207
2025
Q4 		$284K Hold
3,249
– – 0.01% 193
2025
Q3 		$297K Hold
3,249
– – 0.01% 181
2025
Q2 		$322K Hold
3,249
– – 0.01% 179
2025
Q1 		$335K Hold
3,249
– – 0.01% 176
2024
Q4 		$301K Hold
3,249
– – 0.01% 179
2024
Q3 		$338K Hold
3,249
– – 0.01% 173
2024
Q2 		$313K Sell
3,249
-4
-0.1% -$385 0.01% 176
2024
Q1 		$323K Sell
3,253
-250
-7% -$23.1K 0.01% 161
2023
Q4 		$313K Hold
3,503
– – 0.01% 161
2023
Q3 		$281K Hold
3,503
– – 0.01% 162
2023
Q2 		$312K Hold
3,503
– – 0.01% 158
2023
Q1 		$296K Sell
3,503
-4
-0.1% -$331 0.01% 165
2022
Q4 		$275K Hold
3,507
– – 0.01% 162
2022
Q3 		$224K Hold
3,507
– – 0.01% 167
2022
Q2 		$248K Buy
3,507
+4
+0.1% +$295 0.01% 167
2022
Q1 		$270K Sell
3,503
-1,020
-23% -$81.5K 0.01% 173
2021
Q4 		$393K Hold
4,523
– – 0.02% 157
2021
Q3 		$372K Sell
4,523
-24,103
-84% -$2.12M 0.02% 150
2021
Q2 		$2.34M Hold
28,626
– – 0.11% 90
2021
Q1 		$1.96M Sell
28,626
-709
-2% -$46.3K 0.09% 88
2020
Q4 		$1.98M Sell
29,335
-397
-1% -$25.8K 0.11% 88
2020
Q3 		$1.86M Sell
29,732
-232
-0.8% -$14.2K 0.11% 85
2020
Q2 		$1.7M Buy
+29,964
New +$1.55M 0.1% 87

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

TCTC Holdings's OTIS Position: Q1 2026 in Review

TCTC Holdings reduced its Otis Worldwide (OTIS) stake by 5.8% in Q1 2026, selling an estimated $16.4K and leaving 3,062 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #207.

TCTC Holdings first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.34M in Q2 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • TCTC Holdings held 3,062 shares of Otis Worldwide worth $236K as of Q1 2026.
  • TCTC Holdings sold 187 Otis Worldwide shares in Q1 2026, an estimated $16.4K.
  • Otis Worldwide made up 0.01% of TCTC Holdings's portfolio in Q1 2026, its #207 holding.
  • TCTC Holdings first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • TCTC Holdings's Otis Worldwide position peaked at $2.34M in Q2 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.