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TD Waterhouse Canada’s Otis Worldwide OTIS Stock Holding History

TD Waterhouse Canada’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 		$1.2M Buy
17,033
+10,842
+175% +$810K ﹤0.01% 670
2026
Q1 		$479K Buy
6,191
+1,348
+28% +$118K ﹤0.01% 857
2025
Q4 		$423K Buy
4,843
+187
+4% +$16.7K ﹤0.01% 730
2025
Q3 		$430K Hold
4,656
– – ﹤0.01% 722
2025
Q2 		$468K Sell
4,656
-3,219
-41% -$311K ﹤0.01% 669
2025
Q1 		$819K Buy
7,875
+3,284
+72% +$321K 0.01% 555
2024
Q4 		$425K Hold
4,591
– – ﹤0.01% 645
2024
Q3 		$476K Sell
4,591
-649
-12% -$61.8K ﹤0.01% 618
2024
Q2 		$498K Buy
5,240
+321
+7% +$30.9K ﹤0.01% 594
2024
Q1 		$489K Buy
4,919
+112
+2% +$10.4K ﹤0.01% 614
2023
Q4 		$428K Sell
4,807
-780
-14% -$64.9K ﹤0.01% 558
2023
Q3 		$450K Buy
5,587
+857
+18% +$73.3K ﹤0.01% 530
2023
Q2 		$424K Sell
4,730
-290
-6% -$24.4K ﹤0.01% 564
2023
Q1 		$429K Buy
5,020
+215
+4% +$17.8K ﹤0.01% 551
2022
Q4 		$385K Buy
4,805
+243
+5% +$17.9K ﹤0.01% 565
2022
Q3 		$302K Sell
4,562
-642
-12% -$47K ﹤0.01% 595
2022
Q2 		$377K Buy
5,204
+21
+0.4% +$1.55K ﹤0.01% 596
2022
Q1 		$398K Sell
5,183
-64
-1% -$5.12K ﹤0.01% 628
2021
Q4 		$456K Buy
+5,247
New +$439K ﹤0.01% 626

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 Waterhouse Canada's OTIS Position: Q2 2026 in Review

TD Waterhouse Canada increased its Otis Worldwide (OTIS) stake by 175% in Q2 2026, buying an estimated $810K and bringing the position to 17,033 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #670.

TD Waterhouse Canada first reported a position in OTIS in Q4 2021 and has held it in 19 quarters since. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • TD Waterhouse Canada held 17,033 shares of Otis Worldwide worth $1.2M as of Q2 2026.
  • TD Waterhouse Canada bought 10,842 Otis Worldwide shares in Q2 2026, an estimated $810K.
  • Otis Worldwide made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #670 holding.
  • TD Waterhouse Canada first reported a position in Otis Worldwide in Q4 2021 and has held it in 19 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.