TD Asset Management
OTIS icon

TD Asset Management’s Otis Worldwide OTIS Stock Holding History

TD Asset 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 		$11M Sell
153,520
-52,644
-26% -$3.93M 0.01% 632
2026
Q1 		$15.9M Sell
206,164
-5,908
-3% -$517K 0.01% 549
2025
Q4 		$18.5M Buy
212,072
+24,400
+13% +$2.18M 0.01% 528
2025
Q3 		$17.2M Sell
187,672
-10,958
-6% -$995K 0.01% 539
2025
Q2 		$19.7M Buy
198,630
+6,192
+3% +$598K 0.02% 497
2025
Q1 		$19.9M Sell
192,438
-10,363
-5% -$1.01M 0.02% 500
2024
Q4 		$18.8M Buy
202,801
+23,881
+13% +$2.39M 0.02% 522
2024
Q3 		$18.7M Buy
178,920
+11,764
+7% +$1.12M 0.02% 523
2024
Q2 		$16.1M Buy
167,156
+5,327
+3% +$513K 0.02% 538
2024
Q1 		$16.1M Buy
161,829
+3,573
+2% +$330K 0.01% 534
2023
Q4 		$14.2M Buy
158,256
+11,664
+8% +$970K 0.01% 555
2023
Q3 		$11.8M Sell
146,592
-2,641
-2% -$226K 0.01% 556
2023
Q2 		$13.3M Sell
149,233
-3,179
-2% -$268K 0.02% 530
2023
Q1 		$12.9M Buy
152,412
+878
+0.6% +$72.7K 0.02% 543
2022
Q4 		$11.9M Buy
151,534
+1,587
+1% +$117K 0.01% 558
2022
Q3 		$9.67M Buy
149,947
+4,065
+3% +$297K 0.01% 598
2022
Q2 		$10.3M Sell
145,882
-4,925
-3% -$363K 0.01% 600
2022
Q1 		$11.6M Sell
150,807
-1,190
-0.8% -$95.1K 0.01% 621
2021
Q4 		$13.2M Sell
151,997
-6,660
-4% -$557K 0.01% 618
2021
Q3 		$13.1M Buy
158,657
+702
+0.4% +$61.7K 0.01% 588
2021
Q2 		$14.1M Buy
157,955
+5,606
+4% +$431K 0.01% 574
2021
Q1 		$10.4M Buy
152,349
+488
+0.3% +$31.9K 0.01% 626
2020
Q4 		$10.3M Buy
151,861
+804
+0.5% +$52.2K 0.01% 581
2020
Q3 		$9.43M Sell
151,057
-2,003
-1% -$123K 0.01% 560
2020
Q2 		$8.7M Buy
+153,060
New +$7.93M 0.01% 542

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

TD Asset Management's OTIS Position: Q2 2026 in Review

TD Asset Management reduced its Otis Worldwide (OTIS) stake by 26% in Q2 2026, selling an estimated $3.93M and leaving 153,520 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #632.

TD Asset Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $19.9M in Q1 2025. 1,014 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • TD Asset Management held 153,520 shares of Otis Worldwide worth $11M as of Q2 2026.
  • TD Asset Management sold 52,644 Otis Worldwide shares in Q2 2026, an estimated $3.93M.
  • Otis Worldwide made up 0.01% of TD Asset Management's portfolio in Q2 2026, its #632 holding.
  • TD Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • TD Asset Management's Otis Worldwide position peaked at $19.9M in Q1 2025.
  • 1,014 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.