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Illinois Municipal Retirement Fund’s Otis Worldwide OTIS Stock Holding History

Illinois Municipal Retirement Fund’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 		$4.08M Sell
57,050
-89,966
-61% -$6.72M 0.05% 419
2026
Q1 		$11.3M Sell
147,016
-1,726
-1% -$151K 0.14% 171
2025
Q4 		$13M Sell
148,742
-31,471
-17% -$2.82M 0.16% 158
2025
Q3 		$16.5M Buy
180,213
+38,320
+27% +$3.48M 0.21% 109
2025
Q2 		$14.1M Sell
141,893
-45,564
-24% -$4.4M 0.19% 129
2025
Q1 		$19.3M Hold
187,457
– – 0.28% 71
2024
Q4 		$17.4M Buy
187,457
+2,157
+1% +$216K 0.25% 85
2024
Q3 		$19.3M Hold
185,300
– – 0.27% 73
2024
Q2 		$17.8M Hold
185,300
– – 0.27% 80
2024
Q1 		$18.4M Hold
185,300
– – 0.28% 69
2023
Q4 		$16.6M Hold
185,300
– – 0.28% 74
2023
Q3 		$14.9M Buy
185,300
+34,616
+23% +$2.96M 0.28% 75
2023
Q2 		$13.4M Sell
150,684
-53,849
-26% -$4.54M 0.27% 89
2023
Q1 		$17.3M Sell
204,533
-2,468
-1% -$204K 0.37% 60
2022
Q4 		$16.2M Buy
207,001
+14,409
+7% +$1.06M 0.36% 63
2022
Q3 		$12.3M Buy
192,592
+20,742
+12% +$1.52M 0.3% 84
2022
Q2 		$12.1M Buy
171,850
+86,070
+100% +$6.34M 0.28% 97
2022
Q1 		$6.6M Sell
85,780
-34,516
-29% -$2.76M 0.19% 180
2021
Q4 		$10.5M Sell
120,296
-2,621
-2% -$219K 0.29% 104
2021
Q3 		$10.1M Buy
122,917
+45,532
+59% +$4M 0.37% 54
2021
Q2 		$6.33M Buy
+77,385
New +$5.96M 0.26% 112
2021
Q1 		– Sell
-4,496
Closed -$304K – 856
2020
Q4 		$304K Buy
4,496
+2,817
+168% +$183K 0.01% 815
2020
Q3 		$105K Buy
+1,679
New +$103K 0.01% 805

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

Illinois Municipal Retirement Fund's OTIS Position: Q2 2026 in Review

Illinois Municipal Retirement Fund reduced its Otis Worldwide (OTIS) stake by 61% in Q2 2026, selling an estimated $6.72M and leaving 57,050 shares worth $4.08M. The position accounts for 0.05% of the portfolio, ranked #419.

Illinois Municipal Retirement Fund first reported a position in OTIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $19.3M in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Illinois Municipal Retirement Fund held 57,050 shares of Otis Worldwide worth $4.08M as of Q2 2026.
  • Illinois Municipal Retirement Fund sold 89,966 Otis Worldwide shares in Q2 2026, an estimated $6.72M.
  • Otis Worldwide made up 0.05% of Illinois Municipal Retirement Fund's portfolio in Q2 2026, its #419 holding.
  • Illinois Municipal Retirement Fund first reported a position in Otis Worldwide in Q3 2020 and has held it in 23 quarters since.
  • Illinois Municipal Retirement Fund's Otis Worldwide position peaked at $19.3M in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Illinois Municipal Retirement Fund's 13F filing for Q2 2026, filed 12 Aug 2026.