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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
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 $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

Illinois Municipal Retirement Fund's OTIS Position: Q1 2026 in Review

Illinois Municipal Retirement Fund reduced its Otis Worldwide (OTIS) stake by 1.2% in Q1 2026, selling an estimated $151K and leaving 147,016 shares worth $11.3M. The position accounts for 0.14% of the portfolio, ranked #171.

Illinois Municipal Retirement Fund first reported a position in OTIS in Q3 2020 and has held it in 22 quarters since. The position peaked at $19.3M in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Illinois Municipal Retirement Fund held 147,016 shares of Otis Worldwide worth $11.3M as of Q1 2026.
  • Illinois Municipal Retirement Fund sold 1,726 Otis Worldwide shares in Q1 2026, an estimated $151K.
  • Otis Worldwide made up 0.14% of Illinois Municipal Retirement Fund's portfolio in Q1 2026, its #171 holding.
  • Illinois Municipal Retirement Fund first reported a position in Otis Worldwide in Q3 2020 and has held it in 22 quarters since.
  • Illinois Municipal Retirement Fund's Otis Worldwide position peaked at $19.3M in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Illinois Municipal Retirement Fund's 13F filing for Q1 2026, filed 5 May 2026.