TD Capital Management’s Otis Worldwide OTIS Stock Holding History

TD Capital 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 Q1	$15.7K	Buy	203 +1	+0.5%	+$87	﹤0.01%	409
2025 Q4	$17.7K	Buy	202 +1	+0.5%	+$89	﹤0.01%	370
2025 Q3	$18.4K	Sell	201 -34	-14%	-$3.09K	﹤0.01%	337
2025 Q2	$23.3K	Buy	235 +215	+1,075%	+$20.8K	﹤0.01%	297
2025 Q1	$2.06K	Hold	20	–	–	﹤0.01%	474
2024 Q4	$1.85K	Hold	20	–	–	﹤0.01%	465
2024 Q3	$2.08K	Hold	20	–	–	﹤0.01%	392
2024 Q2	$1.93K	Sell	20 -4	-17%	-$385	﹤0.01%	362
2024 Q1	$2.38K	Buy	24 +4	+20%	+$370	﹤0.01%	370
2023 Q4	$1.79K	Hold	20	–	–	﹤0.01%	366
2023 Q3	$1.61K	Hold	20	–	–	﹤0.01%	369
2023 Q2	$1.78K	Hold	20	–	–	﹤0.01%	370
2023 Q1	$1.69K	Hold	20	–	–	﹤0.01%	371
2022 Q4	$1.57K	Hold	20	–	–	﹤0.01%	348
2022 Q3	$1K	Buy	+20	New	+$1.46K	﹤0.01%	344
2022 Q1	–	Sell	-20	Closed	-$2K	–	269
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	350
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	336
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	323
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	307
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	268
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	252
2020 Q2	$1K	Buy	+20	New	+$1.04K	﹤0.01%	250

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

TD Capital Management's OTIS Position: Q1 2026 in Review

TD Capital Management increased its Otis Worldwide (OTIS) stake by 0.5% in Q1 2026, buying an estimated $87 and bringing the position to 203 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

TD Capital Management first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $23.3K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

TD Capital Management held 203 shares of Otis Worldwide worth $15.7K as of Q1 2026.
TD Capital Management bought 1 Otis Worldwide share in Q1 2026, an estimated $87.
Otis Worldwide made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #409 holding.
TD Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
TD Capital Management's Otis Worldwide position peaked at $23.3K in Q2 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.