TPCW
OTIS icon

TD Private Client Wealth’s Otis Worldwide OTIS Stock Holding History

TD Private Client Wealth’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 		$406K Sell
5,669
-592
-9% -$44.2K 0.01% 550
2026
Q1 		$483K Sell
6,261
-918
-13% -$80.3K 0.01% 490
2025
Q4 		$627K Buy
7,179
+1,577
+28% +$141K 0.01% 431
2025
Q3 		$512K Buy
5,602
+711
+15% +$64.5K 0.01% 479
2025
Q2 		$484K Sell
4,891
-2,723
-36% -$263K 0.01% 476
2025
Q1 		$786K Buy
7,614
+220
+3% +$21.5K 0.02% 383
2024
Q4 		$685K Sell
7,394
-432
-6% -$43.3K 0.02% 411
2024
Q3 		$813K Sell
7,826
-143
-2% -$13.6K 0.02% 391
2024
Q2 		$767K Sell
7,969
-291
-4% -$28K 0.02% 386
2024
Q1 		$820K Sell
8,260
-817
-9% -$75.5K 0.03% 376
2023
Q4 		$812K Buy
9,077
+1,745
+24% +$145K 0.03% 361
2023
Q3 		$589K Sell
7,332
-847
-10% -$72.4K 0.03% 388
2023
Q2 		$728K Buy
8,179
+115
+1% +$9.69K 0.03% 387
2023
Q1 		$681K Sell
8,064
-751
-9% -$62.1K 0.03% 390
2022
Q4 		$690K Sell
8,815
-1,415
-14% -$104K 0.03% 376
2022
Q3 		$653K Buy
10,230
+221
+2% +$16.2K 0.03% 369
2022
Q2 		$707K Buy
10,009
+241
+2% +$17.8K 0.03% 369
2022
Q1 		$752K Sell
9,768
-3,155
-24% -$252K 0.03% 371
2021
Q4 		$1.13M Sell
12,923
-979
-7% -$81.9K 0.05% 325
2021
Q3 		$1.14M Sell
13,902
-1,331
-9% -$117K 0.05% 313
2021
Q2 		$1.25M Buy
15,233
+7
+0% +$539 0.05% 308
2021
Q1 		$1.04M Buy
15,226
+5,302
+53% +$347K 0.05% 310
2020
Q4 		$670K Sell
9,924
-195
-2% -$12.7K 0.03% 343
2020
Q3 		$632K Sell
10,119
-702
-6% -$42.9K 0.04% 334
2020
Q2 		$615K Buy
+10,821
New +$561K 0.04% 332

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

TD Private Client Wealth's OTIS Position: Q2 2026 in Review

TD Private Client Wealth reduced its Otis Worldwide (OTIS) stake by 9.5% in Q2 2026, selling an estimated $44.2K and leaving 5,669 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #550.

TD Private Client Wealth first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.25M in Q2 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • TD Private Client Wealth held 5,669 shares of Otis Worldwide worth $406K as of Q2 2026.
  • TD Private Client Wealth sold 592 Otis Worldwide shares in Q2 2026, an estimated $44.2K.
  • Otis Worldwide made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #550 holding.
  • TD Private Client Wealth first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • TD Private Client Wealth's Otis Worldwide position peaked at $1.25M in Q2 2021.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.