TCV Trust & Wealth Management, Inc.

Position in OTIS — Otis Worldwide Corp

CIK 1135439 RICHMOND, VA

Position in OTIS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$254,895

-$31,302 QoQ

Shares Held

3,560

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#804

of 1,216 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

TCV Trust & Wealth Management, Inc. holds $3,283,383 across 6 Specialty Industrial Machinery names. OTIS ranks #5 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc	4,103	$1,109,738
2	ETN	Eaton Corp plc	1,602	$682,643
3	DOV	DOVER Corp	2,396	$537,374
4	EMR	Emerson Electric Co	3,237	$463,375
5	OTIS	Otis Worldwide Corp This page	3,560	$254,895
6	CMI	Cummins Inc	330	$235,358

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,895	3,560	-4.1%	Shares	Sole	2026-07-24
2026-03-31	$286,197	3,713	-2.9%	Shares	Sole	2026-04-21
2025-12-31	$334,112	3,825	-2.9%	Shares	Sole	2026-01-23
2025-09-30	$360,141	3,939	-1.3%	Shares	Sole	2025-10-23
2025-06-30	$395,089	3,990	-12.2%	Shares	Sole	2025-07-11
2025-03-31	$468,734	4,542	-2.2%	Shares	Sole	2025-04-24
2024-12-31	$430,173	4,645	-1.1%	Shares	Sole	2025-01-29
2024-09-30	$488,101	4,696	-1.1%	Shares	Sole	2024-10-24
2024-06-30	$457,234	4,750	-2.2%	Shares	Sole	2024-07-26
2024-03-31	$482,054	4,856	-2.6%	Shares	Sole	2024-04-16
2023-12-31	$446,096	4,986	-1.1%	Shares	Sole	2024-01-25
2023-09-30	$404,841	5,041	+5.7%	Shares	Sole	2023-10-19
2023-06-30	$424,666	4,771	-2.5%	Shares	Sole	2023-07-31
2023-03-31	$412,800	4,891	-3.8%	Shares	Sole	2023-04-21
2022-12-31	$398,127	5,084	-0.5%	Shares	Sole	2023-02-01
2022-09-30	$325,954	5,109	-12.4%	Shares	Sole	2022-11-14
2022-06-30	$412,287	5,834	-5.4%	Shares	Sole	2022-07-22
2022-03-31	$474,704	6,169	-10.2%	Shares	Sole	2022-04-21
2021-12-31	$598,083	6,869	-8.2%	Shares	Sole	2022-01-26
2021-09-30	$615,782	7,484	+7.1%	Shares	Sole	2021-10-27
2021-06-30	$571,490	6,989	-0.7%	Shares	Sole	2021-08-02
2021-03-31	$481,819	7,039	-1.3%	Shares	Sole	2021-05-07
2020-12-31	$481,699	7,131	-3.1%	Shares	Sole	2021-02-02
2020-09-30	$459,161	7,356	-1.7%	Shares	Sole	2020-11-02
2020-06-30	$425,368	7,481	—	Shares	Sole	2020-07-29
No filing history on record for this holder in this stock.