NJ State Employees Deferred Compensation Plan’s Otis Worldwide OTIS Stock Holding History

NJ State Employees Deferred Compensation Plan’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
2025 Q4	–	Sell	-13,001	Closed	-$1.19M	–	285
2025 Q3	$1.19M	Hold	13,001	–	–	0.13%	161
2025 Q2	$1.29M	Hold	13,001	–	–	0.15%	146
2025 Q1	$1.34M	Hold	13,001	–	–	0.17%	139
2024 Q4	$1.2M	Hold	13,001	–	–	0.15%	159
2024 Q3	$1.35M	Hold	13,001	–	–	0.16%	147
2024 Q2	$1.25M	Hold	13,001	–	–	0.16%	145
2024 Q1	$1.29M	Hold	13,001	–	–	0.16%	139
2023 Q4	$1.16M	Hold	13,001	–	–	0.16%	142
2023 Q3	$1.04M	Hold	13,001	–	–	0.16%	152
2023 Q2	$1.16M	Hold	13,001	–	–	0.17%	139
2023 Q1	$1.1M	Hold	13,001	–	–	0.17%	141
2022 Q4	$1.02M	Hold	13,001	–	–	0.16%	149
2022 Q3	$829K	Hold	13,001	–	–	0.14%	160
2022 Q2	$919K	Hold	13,001	–	–	0.15%	157
2022 Q1	$1M	Hold	13,001	–	–	0.14%	161
2021 Q4	$1.13M	Hold	13,001	–	–	0.14%	160
2021 Q3	$1.07M	Hold	13,001	–	–	0.15%	152
2021 Q2	$1.06M	Hold	13,001	–	–	0.14%	155
2021 Q1	$890K	Hold	13,001	–	–	0.13%	177
2020 Q4	$878K	Hold	13,001	–	–	0.14%	154
2020 Q3	$812K	Hold	13,001	–	–	0.15%	141
2020 Q2	$739K	Buy	+13,001	New	+$674K	0.14%	151

Other funds holding OTIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

NJ State Employees Deferred Compensation Plan's OTIS Position: Q4 2025 in Review

NJ State Employees Deferred Compensation Plan sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 13,001 shares — an estimated $1.19M sold.

NJ State Employees Deferred Compensation Plan first reported a position in OTIS in Q2 2020 and held it in 22 quarters. The position peaked at $1.35M in Q3 2024. 1,307 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

NJ State Employees Deferred Compensation Plan reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
NJ State Employees Deferred Compensation Plan sold 13,001 Otis Worldwide shares in Q4 2025, an estimated $1.19M.
NJ State Employees Deferred Compensation Plan first reported a position in Otis Worldwide in Q2 2020 and held it in 22 quarters.
NJ State Employees Deferred Compensation Plan's Otis Worldwide position peaked at $1.35M in Q3 2024.
1,307 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on NJ State Employees Deferred Compensation Plan's 13F filing for Q4 2025.