STRS Ohio’s Otis Worldwide OTIS Stock Holding History

STRS Ohio’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	$719K	Sell	9,333 -23,714	-72%	-$2.07M	﹤0.01%	831
2025 Q4	$2.89M	Buy	33,047 +23,598	+250%	+$2.11M	0.01%	535
2025 Q3	$864K	Buy	9,449 +3	+0%	+$272	﹤0.01%	739
2025 Q2	$935K	Buy	+9,446	New	+$912K	﹤0.01%	950
2022 Q2	–	Sell	-10,449	Closed	-$804K	–	2217
2022 Q1	$804K	Sell	10,449 -2,303	-18%	-$184K	﹤0.01%	1171
2021 Q4	$1.11M	Buy	12,752 +101	+0.8%	+$8.45K	﹤0.01%	1060
2021 Q3	$1.04M	Sell	12,651 -2,422	-16%	-$213K	﹤0.01%	1079
2021 Q2	$1.23M	Buy	15,073 +10,351	+219%	+$797K	﹤0.01%	1031
2021 Q1	$323K	Sell	4,722 -1	-0%	-$65	﹤0.01%	1697
2020 Q4	$319K	Sell	4,723 -484	-9%	-$31.4K	﹤0.01%	1638
2020 Q3	$325K	Hold	5,207	–	–	﹤0.01%	1536
2020 Q2	$296K	Buy	+5,207	New	+$270K	﹤0.01%	1535

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

STRS Ohio's OTIS Position: Q1 2026 in Review

STRS Ohio reduced its Otis Worldwide (OTIS) stake by 72% in Q1 2026, selling an estimated $2.07M and leaving 9,333 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

STRS Ohio first reported a position in OTIS in Q2 2020 and has held it in 12 quarters since. The position peaked at $2.89M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

STRS Ohio held 9,333 shares of Otis Worldwide worth $719K as of Q1 2026.
STRS Ohio sold 23,714 Otis Worldwide shares in Q1 2026, an estimated $2.07M.
Otis Worldwide made up ﹤0.01% of STRS Ohio's portfolio in Q1 2026, its #831 holding.
STRS Ohio first reported a position in Otis Worldwide in Q2 2020 and has held it in 12 quarters since.
STRS Ohio's Otis Worldwide position peaked at $2.89M in Q4 2025.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on STRS Ohio's 13F filing for Q1 2026, filed 24 Apr 2026.