NMERB
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New Mexico Educational Retirement Board’s Otis Worldwide OTIS Stock Holding History

New Mexico Educational Retirement Board’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 		$1.39M Buy
19,408
+1,500
+8% +$112K 0.03% 561
2026
Q1 		$1.38M Hold
17,908
– – 0.04% 488
2025
Q4 		$1.56M Buy
17,908
+100
+0.6% +$8.95K 0.05% 446
2025
Q3 		$1.63M Sell
17,808
-900
-5% -$81.7K 0.05% 417
2025
Q2 		$1.85M Hold
18,708
– – 0.06% 340
2025
Q1 		$1.93M Sell
18,708
-400
-2% -$39.1K 0.07% 298
2024
Q4 		$1.77M Sell
19,108
-700
-4% -$70.2K 0.06% 352
2024
Q3 		$2.06M Sell
19,808
-800
-4% -$76.2K 0.07% 288
2024
Q2 		$1.98M Hold
20,608
– – 0.07% 278
2024
Q1 		$2.05M Sell
20,608
-900
-4% -$83.2K 0.07% 290
2023
Q4 		$1.92M Hold
21,508
– – 0.07% 274
2023
Q3 		$1.73M Buy
21,508
+1,400
+7% +$120K 0.07% 275
2023
Q2 		$1.79M Buy
20,108
+800
+4% +$67.4K 0.08% 262
2023
Q1 		$1.63M Sell
19,308
-600
-3% -$49.6K 0.08% 249
2022
Q4 		$1.56M Sell
19,908
-1,700
-8% -$126K 0.08% 243
2022
Q3 		$1.38M Sell
21,608
-1,900
-8% -$139K 0.07% 272
2022
Q2 		$1.66M Sell
23,508
-1,200
-5% -$88.4K 0.08% 231
2022
Q1 		$1.9M Sell
24,708
-1,400
-5% -$112K 0.07% 279
2021
Q4 		$2.27M Sell
26,108
-300
-1% -$25.1K 0.08% 255
2021
Q3 		$2.17M Sell
26,408
-800
-3% -$70.3K 0.08% 251
2021
Q2 		$2.23M Buy
27,208
+1,500
+6% +$115K 0.08% 253
2021
Q1 		$1.76M Hold
25,708
– – 0.07% 283
2020
Q4 		$1.74M Sell
25,708
-400
-2% -$25.9K 0.07% 262
2020
Q3 		$1.63M Sell
26,108
-1,200
-4% -$73.4K 0.08% 250
2020
Q2 		$1.55M Buy
+27,308
New +$1.41M 0.07% 273

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 $3.37T AUM 44.26% 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

New Mexico Educational Retirement Board's OTIS Position: Q2 2026 in Review

New Mexico Educational Retirement Board increased its Otis Worldwide (OTIS) stake by 8.4% in Q2 2026, buying an estimated $112K and bringing the position to 19,408 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #561.

New Mexico Educational Retirement Board first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.27M in Q4 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • New Mexico Educational Retirement Board held 19,408 shares of Otis Worldwide worth $1.39M as of Q2 2026.
  • New Mexico Educational Retirement Board bought 1,500 Otis Worldwide shares in Q2 2026, an estimated $112K.
  • Otis Worldwide made up 0.03% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #561 holding.
  • New Mexico Educational Retirement Board first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • New Mexico Educational Retirement Board's Otis Worldwide position peaked at $2.27M in Q4 2021.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.