California State Teachers Retirement System (CalSTRS)’s Otis Worldwide OTIS Stock Holding History

California State Teachers Retirement System (CalSTRS)’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	$48.3M	Sell	627,151 -16,673	-3%	-$1.46M	0.05%	294
2025 Q4	$56.2M	Sell	643,824 -23,716	-4%	-$2.12M	0.06%	270
2025 Q3	$61M	Buy	667,540 +20,250	+3%	+$1.84M	0.06%	266
2025 Q2	$64.1M	Buy	647,290 +7,814	+1%	+$754K	0.07%	245
2025 Q1	$66M	Sell	639,476 -7,703	-1%	-$753K	0.08%	226
2024 Q4	$59.9M	Sell	647,179 -11,745	-2%	-$1.18M	0.07%	253
2024 Q3	$68.5M	Buy	658,924 +2,270	+0.3%	+$216K	0.08%	234
2024 Q2	$63.2M	Buy	656,654 +5,131	+0.8%	+$494K	0.08%	225
2024 Q1	$64.7M	Buy	651,523 +4,472	+0.7%	+$413K	0.08%	235
2023 Q4	$57.9M	Buy	647,051 +4,753	+0.7%	+$395K	0.08%	239
2023 Q3	$51.6M	Sell	642,298 -30,799	-5%	-$2.63M	0.08%	243
2023 Q2	$59.9M	Sell	673,097 -22,965	-3%	-$1.93M	0.08%	222
2023 Q1	$58.7M	Sell	696,062 -11,274	-2%	-$933K	0.09%	228
2022 Q4	$55.4M	Buy	707,336 +2,653	+0.4%	+$196K	0.09%	229
2022 Q3	$45M	Sell	704,683 -31,892	-4%	-$2.33M	0.08%	255
2022 Q2	$52.1M	Buy	736,575 +26,445	+4%	+$1.95M	0.08%	227
2022 Q1	$54.6M	Sell	710,130 -44,642	-6%	-$3.57M	0.07%	253
2021 Q4	$65.7M	Buy	754,772 +1,615	+0.2%	+$135K	0.08%	238
2021 Q3	$62M	Sell	753,157 -6,662	-0.9%	-$586K	0.08%	232
2021 Q2	$62.1M	Buy	759,819 +10,370	+1%	+$798K	0.08%	236
2021 Q1	$51.3M	Buy	749,449 +6,472	+0.9%	+$423K	0.07%	271
2020 Q4	$50.2M	Buy	742,977 +2,090	+0.3%	+$136K	0.07%	261
2020 Q3	$46.2M	Buy	740,887 +12,457	+2%	+$762K	0.07%	238
2020 Q2	$41.4M	Buy	+728,430	New	+$37.7M	0.07%	243

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS)'s OTIS Position: Q1 2026 in Review

California State Teachers Retirement System (CalSTRS) reduced its Otis Worldwide (OTIS) stake by 2.6% in Q1 2026, selling an estimated $1.46M and leaving 627,151 shares worth $48.3M. The position accounts for 0.05% of the portfolio, ranked #294.

California State Teachers Retirement System (CalSTRS) first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $68.5M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

California State Teachers Retirement System (CalSTRS) held 627,151 shares of Otis Worldwide worth $48.3M as of Q1 2026.
California State Teachers Retirement System (CalSTRS) sold 16,673 Otis Worldwide shares in Q1 2026, an estimated $1.46M.
Otis Worldwide made up 0.05% of California State Teachers Retirement System (CalSTRS)'s portfolio in Q1 2026, its #294 holding.
California State Teachers Retirement System (CalSTRS) first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
California State Teachers Retirement System (CalSTRS)'s Otis Worldwide position peaked at $68.5M in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on California State Teachers Retirement System (CalSTRS)'s 13F filing for Q1 2026, filed 18 May 2026.