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 Q2	$240K	Buy	3,351 +289	+9%	+$21.6K	0.01%	221
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

TCTC Holdings's OTIS Position: Q2 2026 in Review

TCTC Holdings increased its Otis Worldwide (OTIS) stake by 9.4% in Q2 2026, buying an estimated $21.6K and bringing the position to 3,351 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #221.

TCTC Holdings first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.34M in Q2 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

TCTC Holdings held 3,351 shares of Otis Worldwide worth $240K as of Q2 2026.
TCTC Holdings bought 289 Otis Worldwide shares in Q2 2026, an estimated $21.6K.
Otis Worldwide made up 0.01% of TCTC Holdings's portfolio in Q2 2026, its #221 holding.
TCTC Holdings first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
TCTC Holdings's Otis Worldwide position peaked at $2.34M in Q2 2021.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on TCTC Holdings's 13F filing for Q2 2026, filed 11 Aug 2026.