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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

North Dakota State Investment Board's OTIS Position: Q1 2026 in Review

North Dakota State Investment Board reduced its Otis Worldwide (OTIS) stake by 13% in Q1 2026, selling an estimated $226K and leaving 17,697 shares worth $1.36M. The position accounts for 0.06% of the portfolio, ranked #252.

North Dakota State Investment Board first reported a position in OTIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.77M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • North Dakota State Investment Board held 17,697 shares of Otis Worldwide worth $1.36M as of Q1 2026.
  • North Dakota State Investment Board sold 2,588 Otis Worldwide shares in Q1 2026, an estimated $226K.
  • Otis Worldwide made up 0.06% of North Dakota State Investment Board's portfolio in Q1 2026, its #252 holding.
  • North Dakota State Investment Board first reported a position in Otis Worldwide in Q4 2025 and has held it in 2 quarters since.
  • North Dakota State Investment Board's Otis Worldwide position peaked at $1.77M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on North Dakota State Investment Board's 13F filing for Q1 2026, filed 8 May 2026.