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PGGM Investments’s Otis Worldwide OTIS Stock Holding History

PGGM Investments’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
Q2 		– Sell
-177,812
Closed -$18.4M – 264
2025
Q1 		$18.4M Buy
177,812
+13,370
+8% +$1.31M 0.25% 79
2024
Q4 		$15.2M Hold
164,442
– – 0.2% 86
2024
Q3 		$17.1M Sell
164,442
-5,639
-3% -$537K 0.22% 82
2024
Q2 		$16.4M Hold
170,081
– – 0.23% 77
2024
Q1 		$16.9M Hold
170,081
– – 0.24% 80
2023
Q4 		$15.2M Sell
170,081
-1,586
-0.9% -$132K 0.23% 86
2023
Q3 		$13.8M Buy
171,667
+7,145
+4% +$611K 0.24% 90
2023
Q2 		$14.6M Buy
164,522
+30,001
+22% +$2.53M 0.24% 87
2023
Q1 		$11.4M Buy
134,521
+25,679
+24% +$2.12M 0.19% 100
2022
Q4 		$8.52M Sell
108,842
-27,699
-20% -$2.05M 0.15% 131
2022
Q3 		$8.71M Buy
+136,541
New +$9.99M 0.15% 129
2022
Q1 		$49.3M Hold
565,952
– – 0.25% 92
2021
Q4 		$49.3M Sell
565,952
-135,257
-19% -$11.3M 0.25% 92
2021
Q3 		$57.7M Buy
701,209
+91,570
+15% +$8.05M 0.3% 78
2021
Q2 		$49.9M Sell
609,639
-3,324
-0.5% -$256K 0.21% 101
2021
Q1 		$42M Buy
612,963
+146,208
+31% +$9.56M 0.18% 128
2020
Q4 		$31.5M Buy
+466,755
New +$30.3M 0.15% 168

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PGGM Investments's OTIS Position: Q2 2025 in Review

PGGM Investments sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 177,812 shares — an estimated $18.4M sold.

PGGM Investments first reported a position in OTIS in Q4 2020 and held it in 17 quarters. The position peaked at $57.7M in Q3 2021. 1,270 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

  • PGGM Investments reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
  • PGGM Investments sold 177,812 Otis Worldwide shares in Q2 2025, an estimated $18.4M.
  • PGGM Investments first reported a position in Otis Worldwide in Q4 2020 and held it in 17 quarters.
  • PGGM Investments's Otis Worldwide position peaked at $57.7M in Q3 2021.
  • 1,270 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on PGGM Investments's 13F filing for Q2 2025, filed 18 Jul 2025.