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TCV Trust & Wealth Management’s Otis Worldwide OTIS Stock Holding History

TCV Trust & Wealth 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 		$255K Sell
3,560
-153
-4% -$11.4K 0.02% 192
2026
Q1 		$286K Sell
3,713
-112
-3% -$9.8K 0.02% 184
2025
Q4 		$334K Sell
3,825
-114
-3% -$10.2K 0.03% 176
2025
Q3 		$360K Sell
3,939
-51
-1% -$4.63K 0.03% 173
2025
Q2 		$395K Sell
3,990
-552
-12% -$53.3K 0.03% 160
2025
Q1 		$469K Sell
4,542
-103
-2% -$10.1K 0.04% 144
2024
Q4 		$430K Sell
4,645
-51
-1% -$5.11K 0.04% 150
2024
Q3 		$488K Sell
4,696
-54
-1% -$5.14K 0.04% 144
2024
Q2 		$457K Sell
4,750
-106
-2% -$10.2K 0.04% 144
2024
Q1 		$482K Sell
4,856
-130
-3% -$12K 0.05% 139
2023
Q4 		$446K Sell
4,986
-55
-1% -$4.57K 0.05% 143
2023
Q3 		$405K Buy
5,041
+270
+6% +$23.1K 0.04% 143
2023
Q2 		$425K Sell
4,771
-120
-2% -$10.1K 0.05% 142
2023
Q1 		$413K Sell
4,891
-193
-4% -$16K 0.05% 145
2022
Q4 		$398K Sell
5,084
-25
-0.5% -$1.85K 0.05% 150
2022
Q3 		$326K Sell
5,109
-725
-12% -$53K 0.04% 149
2022
Q2 		$412K Sell
5,834
-335
-5% -$24.7K 0.05% 145
2022
Q1 		$474K Sell
6,169
-700
-10% -$55.9K 0.05% 144
2021
Q4 		$598K Sell
6,869
-615
-8% -$51.5K 0.06% 135
2021
Q3 		$615K Buy
7,484
+495
+7% +$43.5K 0.07% 131
2021
Q2 		$574K Sell
6,989
-50
-0.7% -$3.85K 0.06% 132
2021
Q1 		$481K Sell
7,039
-92
-1% -$6.01K 0.06% 134
2020
Q4 		$482K Sell
7,131
-225
-3% -$14.6K 0.06% 132
2020
Q3 		$459K Sell
7,356
-125
-2% -$7.65K 0.06% 128
2020
Q2 		$426K Buy
+7,481
New +$388K 0.06% 128

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

TCV Trust & Wealth Management's OTIS Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its Otis Worldwide (OTIS) stake by 4.1% in Q2 2026, selling an estimated $11.4K and leaving 3,560 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #192.

TCV Trust & Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $615K in Q3 2021. 492 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • TCV Trust & Wealth Management held 3,560 shares of Otis Worldwide worth $255K as of Q2 2026.
  • TCV Trust & Wealth Management sold 153 Otis Worldwide shares in Q2 2026, an estimated $11.4K.
  • Otis Worldwide made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #192 holding.
  • TCV Trust & Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • TCV Trust & Wealth Management's Otis Worldwide position peaked at $615K in Q3 2021.
  • 492 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.