TIAA Trust, National Association
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TIAA Trust, National Association’s Otis Worldwide OTIS Stock Holding History

TIAA Trust, National Association’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 		$87.9K Sell
1,228
-946
-44% -$70.7K 0.01% 226
2026
Q1 		$168K Sell
2,174
-11,110
-84% -$972K 0.01% 230
2025
Q4 		$1.16M Buy
13,284
+170
+1% +$15.2K ﹤0.01% 367
2025
Q3 		$1.2M Sell
13,114
-6
-0% -$545 ﹤0.01% 357
2025
Q2 		$1.3M Sell
13,120
-892
-6% -$86.1K ﹤0.01% 345
2025
Q1 		$1.45M Sell
14,012
-962
-6% -$94K ﹤0.01% 327
2024
Q4 		$1.39M Buy
14,974
+36
+0.2% +$3.61K ﹤0.01% 332
2024
Q3 		$1.55M Sell
14,938
-134,397
-90% -$12.8M ﹤0.01% 317
2024
Q2 		$14.4M Buy
149,335
+2,968
+2% +$286K 0.04% 148
2024
Q1 		$14.5M Buy
146,367
+127,311
+668% +$11.8M 0.04% 158
2023
Q4 		$1.7M Sell
19,056
-3,304
-15% -$275K 0.01% 279
2023
Q3 		$1.8M Buy
+22,360
New +$1.91M 0.01% 265

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 $3.38T AUM 44.17% 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

TIAA Trust, National Association's OTIS Position: Q2 2026 in Review

TIAA Trust, National Association reduced its Otis Worldwide (OTIS) stake by 44% in Q2 2026, selling an estimated $70.7K and leaving 1,228 shares worth $87.9K. The position accounts for 0.01% of the portfolio, ranked #226.

TIAA Trust, National Association first reported a position in OTIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.5M in Q1 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • TIAA Trust, National Association held 1,228 shares of Otis Worldwide worth $87.9K as of Q2 2026.
  • TIAA Trust, National Association sold 946 Otis Worldwide shares in Q2 2026, an estimated $70.7K.
  • Otis Worldwide made up 0.01% of TIAA Trust, National Association's portfolio in Q2 2026, its #226 holding.
  • TIAA Trust, National Association first reported a position in Otis Worldwide in Q3 2023 and has held it in 12 quarters since.
  • TIAA Trust, National Association's Otis Worldwide position peaked at $14.5M in Q1 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on TIAA Trust, National Association's 13F filing for Q2 2026, filed 10 Aug 2026.