North Dakota State Investment Board
OTIS icon

North Dakota State Investment Board’s Otis Worldwide OTIS Stock Holding History

North Dakota State Investment 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 		$831K Sell
11,603
-6,094
-34% -$455K 0.03% 369
2026
Q1 		$1.36M Sell
17,697
-2,588
-13% -$226K 0.06% 252
2025
Q4 		$1.77M Buy
+20,285
New +$1.81M 0.07% 230

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 $3.38T AUM 44.17% 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

North Dakota State Investment Board's OTIS Position: Q2 2026 in Review

North Dakota State Investment Board reduced its Otis Worldwide (OTIS) stake by 34% in Q2 2026, selling an estimated $455K and leaving 11,603 shares worth $831K. The position accounts for 0.03% of the portfolio, ranked #369.

North Dakota State Investment Board first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77M in Q4 2025. 1,233 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • North Dakota State Investment Board held 11,603 shares of Otis Worldwide worth $831K as of Q2 2026.
  • North Dakota State Investment Board sold 6,094 Otis Worldwide shares in Q2 2026, an estimated $455K.
  • Otis Worldwide made up 0.03% of North Dakota State Investment Board's portfolio in Q2 2026, its #369 holding.
  • North Dakota State Investment Board first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • North Dakota State Investment Board's Otis Worldwide position peaked at $1.77M in Q4 2025.
  • 1,233 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on North Dakota State Investment Board's 13F filing for Q2 2026, filed 4 Aug 2026.