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 Q2	$321K	Sell	4,478 -6,943	-61%	-$519K	﹤0.01%	324
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Employees Retirement System of Texas's OTIS Position: Q2 2026 in Review

Employees Retirement System of Texas reduced its Otis Worldwide (OTIS) stake by 61% in Q2 2026, selling an estimated $519K and leaving 4,478 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Employees Retirement System of Texas first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. The position peaked at $28.2M in Q1 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Employees Retirement System of Texas held 4,478 shares of Otis Worldwide worth $321K as of Q2 2026.
Employees Retirement System of Texas sold 6,943 Otis Worldwide shares in Q2 2026, an estimated $519K.
Otis Worldwide made up ﹤0.01% of Employees Retirement System of Texas's portfolio in Q2 2026, its #324 holding.
Employees Retirement System of Texas first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
Employees Retirement System of Texas's Otis Worldwide position peaked at $28.2M in Q1 2021.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Employees Retirement System of Texas's 13F filing for Q2 2026, filed 14 Aug 2026.