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Commonwealth of Pennsylvania Public School Employees Retirement System’s Otis Worldwide OTIS Stock Holding History

Commonwealth of Pennsylvania Public School 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
Q2 		$6.07M Sell
84,752
-5,798
-6% -$433K 0.03% 406
2026
Q1 		$6.98M Sell
90,550
-100
-0.1% -$8.75K 0.04% 364
2025
Q4 		$7.92M Sell
90,650
-3,598
-4% -$322K 0.04% 326
2025
Q3 		$8.62M Sell
94,248
-2,549
-3% -$231K 0.04% 317
2025
Q2 		$9.58M Buy
96,797
+6,118
+7% +$591K 0.05% 292
2025
Q1 		$9.36M Buy
90,679
+5,742
+7% +$561K 0.06% 277
2024
Q4 		$7.87M Sell
84,937
-2,260
-3% -$227K 0.05% 296
2024
Q3 		$9.06M Sell
87,197
-1,613
-2% -$154K 0.06% 270
2024
Q2 		$8.55M Sell
88,810
-199
-0.2% -$19.2K 0.06% 267
2024
Q1 		$8.84M Sell
89,009
-613
-0.7% -$56.7K 0.06% 273
2023
Q4 		$8.02M Buy
89,622
+6,833
+8% +$568K 0.06% 283
2023
Q3 		$6.65M Buy
82,789
+10,710
+15% +$916K 0.06% 280
2023
Q2 		$6.42M Buy
72,079
+1,748
+2% +$147K 0.05% 295
2023
Q1 		$5.94M Sell
70,331
-86
-0.1% -$7.12K 0.05% 285
2022
Q4 		$5.51M Buy
70,417
+8,950
+15% +$661K 0.05% 296
2022
Q3 		$3.92M Sell
61,467
-92
-0.1% -$6.73K 0.04% 339
2022
Q2 		$4.35M Buy
61,559
+4,698
+8% +$346K 0.05% 308
2022
Q1 		$4.38M Buy
56,861
+3,545
+7% +$283K 0.04% 347
2021
Q4 		$4.64M Sell
53,316
-167
-0.3% -$14K 0.05% 327
2021
Q3 		$4.4M Buy
53,483
+2,942
+6% +$259K 0.05% 331
2021
Q2 		$4.13M Sell
50,541
-443
-0.9% -$34.1K 0.05% 351
2021
Q1 		$3.49M Buy
50,984
+103
+0.2% +$6.73K 0.04% 389
2020
Q4 		$3.44M Buy
50,881
+13,162
+35% +$854K 0.05% 358
2020
Q3 		$2.35M Buy
37,719
+14,441
+62% +$883K 0.05% 387
2020
Q2 		$1.32M Buy
+23,278
New +$1.21M 0.02% 436

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System's OTIS Position: Q2 2026 in Review

Commonwealth of Pennsylvania Public School Employees Retirement System reduced its Otis Worldwide (OTIS) stake by 6.4% in Q2 2026, selling an estimated $433K and leaving 84,752 shares worth $6.07M. The position accounts for 0.03% of the portfolio, ranked #406.

Commonwealth of Pennsylvania Public School Employees Retirement System first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.58M in Q2 2025. 803 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Commonwealth of Pennsylvania Public School Employees Retirement System held 84,752 shares of Otis Worldwide worth $6.07M as of Q2 2026.
  • Commonwealth of Pennsylvania Public School Employees Retirement System sold 5,798 Otis Worldwide shares in Q2 2026, an estimated $433K.
  • Otis Worldwide made up 0.03% of Commonwealth of Pennsylvania Public School Employees Retirement System's portfolio in Q2 2026, its #406 holding.
  • Commonwealth of Pennsylvania Public School Employees Retirement System first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Commonwealth of Pennsylvania Public School Employees Retirement System's Otis Worldwide position peaked at $9.58M in Q2 2025.
  • 803 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Commonwealth of Pennsylvania Public School Employees Retirement System's 13F filing for Q2 2026, filed 17 Jul 2026.