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Arizona State Retirement System’s Otis Worldwide OTIS Stock Holding History

Arizona State Retirement System’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 		$8.16M Sell
105,895
-1,833
-2% -$160K 0.05% 301
2025
Q4 		$9.41M Sell
107,728
-7,557
-7% -$676K 0.05% 284
2025
Q3 		$10.5M Sell
115,285
-374
-0.3% -$34K 0.06% 273
2025
Q2 		$11.5M Sell
115,659
-1,571
-1% -$152K 0.07% 254
2025
Q1 		$12.1M Buy
117,230
+3,147
+3% +$307K 0.08% 228
2024
Q4 		$10.6M Sell
114,083
-1,846
-2% -$185K 0.06% 253
2024
Q3 		$12M Sell
115,929
-1,615
-1% -$154K 0.08% 227
2024
Q2 		$11.3M Buy
117,544
+99
+0.1% +$9.54K 0.08% 223
2024
Q1 		$11.7M Buy
117,445
+1,602
+1% +$148K 0.08% 235
2023
Q4 		$10.4M Sell
115,843
-1,140
-1% -$94.8K 0.08% 234
2023
Q3 		$9.39M Sell
116,983
-1,141
-1% -$97.6K 0.08% 238
2023
Q2 		$10.5M Buy
118,124
+4,378
+4% +$369K 0.09% 221
2023
Q1 		$9.6M Sell
113,746
-756
-0.7% -$62.6K 0.09% 230
2022
Q4 		$8.97M Sell
114,502
-424
-0.4% -$31.3K 0.09% 233
2022
Q3 		$7.33M Sell
114,926
-1,661
-1% -$122K 0.08% 258
2022
Q2 		$8.24M Buy
116,587
+5,859
+5% +$432K 0.08% 233
2022
Q1 		$8.52M Sell
110,728
-315
-0.3% -$25.2K 0.07% 269
2021
Q4 		$9.67M Sell
111,043
-2,645
-2% -$221K 0.07% 250
2021
Q3 		$9.35M Sell
113,688
-1,741
-2% -$153K 0.08% 245
2021
Q2 		$9.44M Sell
115,429
-543
-0.5% -$41.8K 0.08% 243
2021
Q1 		$7.94M Sell
115,972
-2,746
-2% -$180K 0.07% 268
2020
Q4 		$8.02M Sell
118,718
-6,406
-5% -$416K 0.07% 260
2020
Q3 		$7.81M Buy
125,124
+28,819
+30% +$1.76M 0.08% 234
2020
Q2 		$5.48M Buy
+96,305
New +$4.99M 0.08% 243

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

Arizona State Retirement System's OTIS Position: Q1 2026 in Review

Arizona State Retirement System reduced its Otis Worldwide (OTIS) stake by 1.7% in Q1 2026, selling an estimated $160K and leaving 105,895 shares worth $8.16M. The position accounts for 0.05% of the portfolio, ranked #301.

Arizona State Retirement System first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $12.1M in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Arizona State Retirement System held 105,895 shares of Otis Worldwide worth $8.16M as of Q1 2026.
  • Arizona State Retirement System sold 1,833 Otis Worldwide shares in Q1 2026, an estimated $160K.
  • Otis Worldwide made up 0.05% of Arizona State Retirement System's portfolio in Q1 2026, its #301 holding.
  • Arizona State Retirement System first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Arizona State Retirement System's Otis Worldwide position peaked at $12.1M in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Arizona State Retirement System's 13F filing for Q1 2026, filed 1 May 2026.