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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TD Private Client Wealth's OTIS Position: Q1 2026 in Review

TD Private Client Wealth reduced its Otis Worldwide (OTIS) stake by 13% in Q1 2026, selling an estimated $80.3K and leaving 6,261 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #490.

TD Private Client Wealth first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.25M in Q2 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • TD Private Client Wealth held 6,261 shares of Otis Worldwide worth $483K as of Q1 2026.
  • TD Private Client Wealth sold 918 Otis Worldwide shares in Q1 2026, an estimated $80.3K.
  • Otis Worldwide made up 0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #490 holding.
  • TD Private Client Wealth first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • TD Private Client Wealth's Otis Worldwide position peaked at $1.25M in Q2 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.