Employees Retirement System of Texas’s Otis Worldwide OTIS Stock Holding History

Employees Retirement System of Texas’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	$880K	Buy	11,421 +8,474	+288%	+$741K	0.01%	234
2025 Q4	$257K	Hold	2,947	–	–	﹤0.01%	317
2025 Q3	$269K	Sell	2,947 -23,509	-89%	-$2.13M	﹤0.01%	310
2025 Q2	$2.62M	Buy	+26,456	New	+$2.55M	0.02%	229
2022 Q2	–	Sell	-104,000	Closed	-$8M	–	752
2022 Q1	$8M	Hold	104,000	–	–	0.1%	241
2021 Q4	$9.05M	Sell	104,000 -104,117	-50%	-$8.72M	0.1%	226
2021 Q3	$17.1M	Sell	208,117 -68,420	-25%	-$6.02M	0.2%	134
2021 Q2	$22.6M	Sell	276,537 -134,772	-33%	-$10.4M	0.28%	92
2021 Q1	$28.2M	Buy	411,309 +93,791	+30%	+$6.13M	0.36%	57
2020 Q4	$21.4M	Buy	317,518 +194	+0.1%	+$12.6K	0.34%	70
2020 Q3	$19.8M	Sell	317,324 -46,477	-13%	-$2.84M	0.29%	76
2020 Q2	$20.7M	Buy	+363,801	New	+$18.8M	0.31%	67

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

Employees Retirement System of Texas's OTIS Position: Q1 2026 in Review

Employees Retirement System of Texas increased its Otis Worldwide (OTIS) stake by 288% in Q1 2026, buying an estimated $741K and bringing the position to 11,421 shares worth $880K. The position accounts for 0.01% of the portfolio, ranked #234.

Employees Retirement System of Texas first reported a position in OTIS in Q2 2020 and has held it in 12 quarters since. The position peaked at $28.2M in Q1 2021. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Employees Retirement System of Texas held 11,421 shares of Otis Worldwide worth $880K as of Q1 2026.
Employees Retirement System of Texas bought 8,474 Otis Worldwide shares in Q1 2026, an estimated $741K.
Otis Worldwide made up 0.01% of Employees Retirement System of Texas's portfolio in Q1 2026, its #234 holding.
Employees Retirement System of Texas first reported a position in Otis Worldwide in Q2 2020 and has held it in 12 quarters since.
Employees Retirement System of Texas's Otis Worldwide position peaked at $28.2M in Q1 2021.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Employees Retirement System of Texas's 13F filing for Q1 2026, filed 13 May 2026.