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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
Q2 		$7.98M Buy
111,451
+5,556
+5% +$415K 0.04% 339
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 $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 $3.37T AUM 44.26% 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

Arizona State Retirement System's OTIS Position: Q2 2026 in Review

Arizona State Retirement System increased its Otis Worldwide (OTIS) stake by 5.2% in Q2 2026, buying an estimated $415K and bringing the position to 111,451 shares worth $7.98M. The position accounts for 0.04% of the portfolio, ranked #339.

Arizona State Retirement System first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $12.1M in Q1 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Arizona State Retirement System held 111,451 shares of Otis Worldwide worth $7.98M as of Q2 2026.
  • Arizona State Retirement System bought 5,556 Otis Worldwide shares in Q2 2026, an estimated $415K.
  • Otis Worldwide made up 0.04% of Arizona State Retirement System's portfolio in Q2 2026, its #339 holding.
  • Arizona State Retirement System first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Arizona State Retirement System's Otis Worldwide position peaked at $12.1M in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Arizona State Retirement System's 13F filing for Q2 2026, filed 7 Aug 2026.