State of New Jersey Common Pension Fund D
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State of New Jersey Common Pension Fund D’s Otis Worldwide OTIS Stock Holding History

State of New Jersey Common Pension Fund D’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 		$8.94M Sell
124,798
-6,313
-5% -$472K 0.03% 409
2026
Q1 		$10.1M Sell
131,111
-1,779
-1% -$156K 0.04% 358
2025
Q4 		$11.6M Sell
132,890
-3,049
-2% -$273K 0.04% 326
2025
Q3 		$12.4M Buy
135,939
+7,078
+5% +$643K 0.05% 308
2025
Q2 		$12.8M Hold
128,861
– – 0.05% 300
2025
Q1 		$13.3M Sell
128,861
-9,241
-7% -$903K 0.06% 285
2024
Q4 		$12.8M Hold
138,102
– – 0.05% 311
2024
Q3 		$14.4M Buy
138,102
+4,492
+3% +$428K 0.06% 284
2024
Q2 		$12.9M Sell
133,610
-88,851
-40% -$8.56M 0.06% 289
2024
Q1 		$22.1M Hold
222,461
– – 0.07% 277
2023
Q4 		$19.9M Sell
222,461
-2,099
-0.9% -$175K 0.07% 278
2023
Q3 		$18M Sell
224,560
-12,114
-5% -$1.04M 0.07% 285
2023
Q2 		$21.1M Hold
236,674
– – 0.07% 265
2023
Q1 		$20M Hold
236,674
– – 0.07% 273
2022
Q4 		$18.5M Sell
236,674
-1,712
-0.7% -$126K 0.07% 282
2022
Q3 		$15.2M Buy
238,386
+2,613
+1% +$191K 0.06% 306
2022
Q2 		$16.7M Buy
235,773
+7,040
+3% +$518K 0.06% 285
2022
Q1 		$17.6M Sell
228,733
-1,756
-0.8% -$140K 0.06% 325
2021
Q4 		$20.1M Sell
230,489
-3,880
-2% -$325K 0.06% 303
2021
Q3 		$19.3M Sell
234,369
-5,497
-2% -$483K 0.06% 294
2021
Q2 		$19.6M Sell
239,866
-8,090
-3% -$623K 0.06% 285
2021
Q1 		$17M Sell
247,956
-16,532
-6% -$1.08M 0.06% 315
2020
Q4 		$17.9M Sell
264,488
-10,181
-4% -$660K 0.06% 301
2020
Q3 		$17.1M Sell
274,669
-962
-0.3% -$58.8K 0.07% 270
2020
Q2 		$15.7M Buy
+275,631
New +$14.3M 0.07% 290

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State of New Jersey Common Pension Fund D's OTIS Position: Q2 2026 in Review

State of New Jersey Common Pension Fund D reduced its Otis Worldwide (OTIS) stake by 4.8% in Q2 2026, selling an estimated $472K and leaving 124,798 shares worth $8.94M. The position accounts for 0.03% of the portfolio, ranked #409.

State of New Jersey Common Pension Fund D first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $22.1M in Q1 2024. 566 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • State of New Jersey Common Pension Fund D held 124,798 shares of Otis Worldwide worth $8.94M as of Q2 2026.
  • State of New Jersey Common Pension Fund D sold 6,313 Otis Worldwide shares in Q2 2026, an estimated $472K.
  • Otis Worldwide made up 0.03% of State of New Jersey Common Pension Fund D's portfolio in Q2 2026, its #409 holding.
  • State of New Jersey Common Pension Fund D first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • State of New Jersey Common Pension Fund D's Otis Worldwide position peaked at $22.1M in Q1 2024.
  • 566 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on State of New Jersey Common Pension Fund D's 13F filing for Q2 2026, filed 4 Aug 2026.