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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCW Group's OTIS Position: Q1 2026 in Review

TCW Group increased its Otis Worldwide (OTIS) stake by 3.5% in Q1 2026, buying an estimated $19K and bringing the position to 6,428 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

TCW Group first reported a position in OTIS in Q4 2022 and has held it in 10 quarters since. The position peaked at $5.01M in Q1 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

TCW Group held 6,428 shares of Otis Worldwide worth $495K as of Q1 2026.
TCW Group bought 217 Otis Worldwide shares in Q1 2026, an estimated $19K.
Otis Worldwide made up ﹤0.01% of TCW Group's portfolio in Q1 2026, its #474 holding.
TCW Group first reported a position in Otis Worldwide in Q4 2022 and has held it in 10 quarters since.
TCW Group's Otis Worldwide position peaked at $5.01M in Q1 2024.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on TCW Group's 13F filing for Q1 2026, filed 14 May 2026.