TCW Group’s Otis Worldwide OTIS Stock Holding History

TCW Group’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	$462K	Buy	6,452 +24	+0.4%	+$1.79K	﹤0.01%	506
2026 Q1	$495K	Buy	6,428 +217	+3%	+$19K	﹤0.01%	474
2025 Q4	$543K	Buy	+6,211	New	+$556K	﹤0.01%	458
2024 Q4	–	Sell	-43,563	Closed	-$4.53M	–	369
2024 Q3	$4.53M	Buy	43,563 +197	+0.5%	+$18.8K	0.04%	192
2024 Q2	$4.17M	Sell	43,366 -7,064	-14%	-$681K	0.04%	200
2024 Q1	$5.01M	Buy	50,430 +1,837	+4%	+$170K	0.05%	175
2023 Q4	$4.35M	Buy	48,593 +4,822	+11%	+$401K	0.05%	192
2023 Q3	$3.52M	Hold	43,771	–	–	0.04%	184
2023 Q2	$3.9M	Buy	43,771 +334	+0.8%	+$28.1K	0.04%	188
2023 Q1	$3.67M	Buy	43,437 +32,227	+287%	+$2.67M	0.05%	180
2022 Q4	$878K	Buy	+11,210	New	+$828K	0.01%	258

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

TCW Group's OTIS Position: Q2 2026 in Review

TCW Group increased its Otis Worldwide (OTIS) stake by 0.37% in Q2 2026, buying an estimated $1.79K and bringing the position to 6,452 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

TCW Group first reported a position in OTIS in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.01M in Q1 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

TCW Group held 6,452 shares of Otis Worldwide worth $462K as of Q2 2026.
TCW Group bought 24 Otis Worldwide shares in Q2 2026, an estimated $1.79K.
Otis Worldwide made up ﹤0.01% of TCW Group's portfolio in Q2 2026, its #506 holding.
TCW Group first reported a position in Otis Worldwide in Q4 2022 and has held it in 11 quarters since.
TCW Group's Otis Worldwide position peaked at $5.01M in Q1 2024.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on TCW Group's 13F filing for Q2 2026, filed 3 Aug 2026.