California Public Employees Retirement System
OTIS icon

California Public Employees Retirement System’s Otis Worldwide OTIS Stock Holding History

California Public Employees Retirement System’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 		$53.3M Sell
691,400
-13,473
-2% -$1.18M 0.03% 332
2025
Q4 		$61.6M Buy
704,873
+4,604
+0.7% +$412K 0.04% 321
2025
Q3 		$64M Buy
700,269
+20,363
+3% +$1.85M 0.04% 326
2025
Q2 		$67.3M Buy
679,906
+43,124
+7% +$4.16M 0.04% 314
2025
Q1 		$65.7M Sell
636,782
-519,053
-45% -$50.7M 0.05% 318
2024
Q4 		$107M Sell
1,155,835
-55,694
-5% -$5.59M 0.07% 228
2024
Q3 		$126M Buy
1,211,529
+514,351
+74% +$49M 0.09% 205
2024
Q2 		$67.1M Sell
697,178
-39,224
-5% -$3.78M 0.05% 318
2024
Q1 		$73.1M Sell
736,402
-17,061
-2% -$1.58M 0.05% 322
2023
Q4 		$67.4M Sell
753,463
-37,650
-5% -$3.13M 0.05% 323
2023
Q3 		$63.5M Buy
791,113
+38,288
+5% +$3.27M 0.05% 319
2023
Q2 		$67M Sell
752,825
-28,293
-4% -$2.38M 0.06% 307
2023
Q1 		$65.9M Sell
781,118
-134,087
-15% -$11.1M 0.06% 309
2022
Q4 		$71.7M Sell
915,205
-52,714
-5% -$3.89M 0.06% 309
2022
Q3 		$61.8M Buy
967,919
+178,081
+23% +$13M 0.06% 323
2022
Q2 		$55.8M Sell
789,838
-55,634
-7% -$4.1M 0.05% 315
2022
Q1 		$65.1M Sell
845,472
-69,789
-8% -$5.58M 0.05% 328
2021
Q4 		$79.7M Sell
915,261
-46,481
-5% -$3.89M 0.05% 321
2021
Q3 		$79.1M Buy
961,742
+867
+0.1% +$76.2K 0.06% 310
2021
Q2 		$78.6M Sell
960,875
-26,862
-3% -$2.07M 0.06% 321
2021
Q1 		$67.6M Sell
987,737
-38,395
-4% -$2.51M 0.05% 356
2020
Q4 		$69.3M Buy
1,026,132
+35,274
+4% +$2.29M 0.05% 351
2020
Q3 		$61.8M Buy
990,858
+22,602
+2% +$1.38M 0.06% 317
2020
Q2 		$55.1M Buy
+968,256
New +$50.2M 0.05% 336

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

California Public Employees Retirement System's OTIS Position: Q1 2026 in Review

California Public Employees Retirement System reduced its Otis Worldwide (OTIS) stake by 1.9% in Q1 2026, selling an estimated $1.18M and leaving 691,400 shares worth $53.3M. The position accounts for 0.03% of the portfolio, ranked #332.

California Public Employees Retirement System first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $126M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • California Public Employees Retirement System held 691,400 shares of Otis Worldwide worth $53.3M as of Q1 2026.
  • California Public Employees Retirement System sold 13,473 Otis Worldwide shares in Q1 2026, an estimated $1.18M.
  • Otis Worldwide made up 0.03% of California Public Employees Retirement System's portfolio in Q1 2026, its #332 holding.
  • California Public Employees Retirement System first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • California Public Employees Retirement System's Otis Worldwide position peaked at $126M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on California Public Employees Retirement System's 13F filing for Q1 2026, filed 6 May 2026.