University of Texas/Texas AM Investment Management Co (UTIMCO)’s Otis Worldwide OTIS Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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	$29.7K	Buy	+415	New	+$31K	﹤0.01%	344
2021 Q1	–	Sell	-300	Closed	-$20K	–	34
2020 Q4	$20K	Buy	+300	New	+$19.5K	0.02%	19

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s OTIS Position: Q2 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) opened a new position in Otis Worldwide (OTIS) in Q2 2026: 415 shares worth $29.7K. The stake represents ﹤0.01% of the portfolio and ranks #344 among its holdings. This is a return to the name: University of Texas/Texas AM Investment Management Co (UTIMCO) previously reported a position in OTIS as recently as Q4 2020.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in OTIS in Q4 2020 and has held it in 2 quarters since. 883 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

University of Texas/Texas AM Investment Management Co (UTIMCO) held 415 shares of Otis Worldwide worth $29.7K as of Q2 2026.
Otis Worldwide was a new University of Texas/Texas AM Investment Management Co (UTIMCO) position in Q2 2026.
Otis Worldwide made up ﹤0.01% of University of Texas/Texas AM Investment Management Co (UTIMCO)'s portfolio in Q2 2026, its #344 holding.
University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in Otis Worldwide in Q4 2020 and has held it in 2 quarters since.
883 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q2 2026, filed 3 Aug 2026.