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Railway Pension Investments’s Otis Worldwide OTIS Stock Holding History

Railway Pension 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
2026
Q2 		$28.3M Sell
394,800
-15,200
-4% -$1.14M 0.36% 61
2026
Q1 		$31.6M Sell
410,000
-60,100
-13% -$5.26M 0.45% 50
2025
Q4 		$41.1M Hold
470,100
– – 0.48% 52
2025
Q3 		$43M Hold
470,100
– – 0.58% 46
2025
Q2 		$46.5M Sell
470,100
-55,900
-11% -$5.4M 0.66% 54
2025
Q1 		$54.3M Hold
526,000
– – 0.77% 45
2024
Q4 		$48.7M Sell
526,000
-37,900
-7% -$3.8M 0.65% 55
2024
Q3 		$58.6M Hold
563,900
– – 0.7% 52
2024
Q2 		$54.3M Buy
563,900
+14,000
+3% +$1.35M 0.65% 54
2024
Q1 		$54.6M Sell
549,900
-102,900
-16% -$9.51M 0.53% 63
2023
Q4 		$58.4M Hold
652,800
– – 0.6% 53
2023
Q3 		$52.4M Hold
652,800
– – 0.57% 59
2023
Q2 		$58.1M Hold
652,800
– – 0.58% 60
2023
Q1 		$55.1M Buy
652,800
+11,100
+2% +$919K 0.56% 58
2022
Q4 		$50.3M Buy
641,700
+22,400
+4% +$1.65M 0.5% 61
2022
Q3 		$39.5M Buy
619,300
+5,200
+0.8% +$380K 0.43% 68
2022
Q2 		$43.4M Sell
614,100
-8,300
-1% -$611K 0.42% 68
2022
Q1 		$47.9M Hold
622,400
– – 0.37% 72
2021
Q4 		$54.2M Buy
622,400
+29,700
+5% +$2.49M 0.4% 69
2021
Q3 		$48.8M Buy
592,700
+1,900
+0.3% +$167K 0.4% 73
2021
Q2 		$48.3M Buy
590,800
+184,300
+45% +$14.2M 0.4% 74
2021
Q1 		$27.8M Buy
406,500
+96,700
+31% +$6.32M 0.26% 105
2020
Q4 		$20.9M Buy
+309,800
New +$20.1M 0.2% 123

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

Railway Pension Investments's OTIS Position: Q2 2026 in Review

Railway Pension Investments reduced its Otis Worldwide (OTIS) stake by 3.7% in Q2 2026, selling an estimated $1.14M and leaving 394,800 shares worth $28.3M. The position accounts for 0.36% of the portfolio, ranked #61.

Railway Pension Investments first reported a position in OTIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $58.6M in Q3 2024. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Railway Pension Investments held 394,800 shares of Otis Worldwide worth $28.3M as of Q2 2026.
  • Railway Pension Investments sold 15,200 Otis Worldwide shares in Q2 2026, an estimated $1.14M.
  • Otis Worldwide made up 0.36% of Railway Pension Investments's portfolio in Q2 2026, its #61 holding.
  • Railway Pension Investments first reported a position in Otis Worldwide in Q4 2020 and has held it in 23 quarters since.
  • Railway Pension Investments's Otis Worldwide position peaked at $58.6M in Q3 2024.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Railway Pension Investments's 13F filing for Q2 2026, filed 14 Aug 2026.