TIAA Trust, National Association
OTIS icon

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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TIAA Trust, National Association's OTIS Position: Q1 2026 in Review

TIAA Trust, National Association reduced its Otis Worldwide (OTIS) stake by 84% in Q1 2026, selling an estimated $972K and leaving 2,174 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #230.

TIAA Trust, National Association first reported a position in OTIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $14.5M in Q1 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • TIAA Trust, National Association held 2,174 shares of Otis Worldwide worth $168K as of Q1 2026.
  • TIAA Trust, National Association sold 11,110 Otis Worldwide shares in Q1 2026, an estimated $972K.
  • Otis Worldwide made up 0.01% of TIAA Trust, National Association's portfolio in Q1 2026, its #230 holding.
  • TIAA Trust, National Association first reported a position in Otis Worldwide in Q3 2023 and has held it in 11 quarters since.
  • TIAA Trust, National Association's Otis Worldwide position peaked at $14.5M in Q1 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.