California State Teachers Retirement System (CalSTRS)
OTIS icon

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
Q2 		$45.5M Buy
635,109
+7,958
+1% +$594K 0.04% 319
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
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 $3.38T AUM 44.17% 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

California State Teachers Retirement System (CalSTRS)'s OTIS Position: Q2 2026 in Review

California State Teachers Retirement System (CalSTRS) increased its Otis Worldwide (OTIS) stake by 1.3% in Q2 2026, buying an estimated $594K and bringing the position to 635,109 shares worth $45.5M. The position accounts for 0.04% of the portfolio, ranked #319.

California State Teachers Retirement System (CalSTRS) first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $68.5M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • California State Teachers Retirement System (CalSTRS) held 635,109 shares of Otis Worldwide worth $45.5M as of Q2 2026.
  • California State Teachers Retirement System (CalSTRS) bought 7,958 Otis Worldwide shares in Q2 2026, an estimated $594K.
  • Otis Worldwide made up 0.04% of California State Teachers Retirement System (CalSTRS)'s portfolio in Q2 2026, its #319 holding.
  • California State Teachers Retirement System (CalSTRS) first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • California State Teachers Retirement System (CalSTRS)'s Otis Worldwide position peaked at $68.5M in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on California State Teachers Retirement System (CalSTRS)'s 13F filing for Q2 2026, filed 24 Aug 2026.