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TFC Financial Management’s Otis Worldwide OTIS Stock Holding History

TFC Financial 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 		$27.7K Hold
387
– – ﹤0.01% 347
2026
Q1 		$29.8K Sell
387
-10
-3% -$875 ﹤0.01% 316
2025
Q4 		$34.7K Hold
397
– – ﹤0.01% 308
2025
Q3 		$36.3K Sell
397
-2
-0.5% -$182 ﹤0.01% 298
2025
Q2 		$39.5K Hold
399
– – 0.01% 280
2025
Q1 		$41.2K Buy
399
+2
+0.5% +$195 0.01% 274
2024
Q4 		$36.8K Hold
397
– – 0.01% 270
2024
Q3 		$41.3K Hold
397
– – 0.01% 270
2024
Q2 		$38.2K Sell
397
-2
-0.5% -$193 0.01% 251
2024
Q1 		$39.6K Buy
399
+2
+0.5% +$185 0.01% 248
2023
Q4 		$35.5K Sell
397
-9
-2% -$748 0.01% 251
2023
Q3 		$32.6K Hold
406
– – 0.01% 247
2023
Q2 		$36.1K Sell
406
-114
-22% -$9.6K 0.01% 240
2023
Q1 		$43.9K Buy
520
+133
+34% +$11K 0.01% 245
2022
Q4 		$30.3K Hold
387
– – 0.01% 232
2022
Q3 		$25K Hold
387
– – 0.01% 240
2022
Q2 		$27K Sell
387
-344
-47% -$25.3K 0.01% 238
2022
Q1 		$56K Buy
731
+1
+0.1% +$80 0.02% 202
2021
Q4 		$64K Buy
730
+1
+0.1% +$84 0.02% 199
2021
Q3 		$60K Buy
729
+1
+0.1% +$88 0.02% 199
2021
Q2 		$60K Buy
728
+1
+0.1% +$77 0.02% 189
2021
Q1 		$50K Buy
727
+1
+0.1% +$65 0.02% 193
2020
Q4 		$49K Buy
726
+1
+0.1% +$65 0.02% 194
2020
Q3 		$45K Buy
+725
New +$44.3K 0.02% 184

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

TFC Financial Management's OTIS Position: Q2 2026 in Review

TFC Financial Management held its Otis Worldwide (OTIS) position steady in Q2 2026 at 387 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

TFC Financial Management first reported a position in OTIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $64K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • TFC Financial Management held 387 shares of Otis Worldwide worth $27.7K as of Q2 2026.
  • TFC Financial Management left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #347 holding.
  • TFC Financial Management first reported a position in Otis Worldwide in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Otis Worldwide position peaked at $64K in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.