KRSITF
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Kentucky Retirement Systems Insurance Trust Fund’s Otis Worldwide OTIS Stock Holding History

Kentucky Retirement Systems Insurance Trust 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 		$732K Sell
10,223
-177
-2% -$13.2K 0.04% 320
2026
Q1 		$802K Hold
10,400
– – 0.05% 288
2025
Q4 		$908K Hold
10,400
– – 0.06% 280
2025
Q3 		$951K Sell
10,400
-454
-4% -$41.2K 0.06% 269
2025
Q2 		$1.07M Sell
10,854
-753
-6% -$72.7K 0.07% 246
2025
Q1 		$1.2M Buy
+11,607
New +$1.13M 0.09% 226
2024
Q4 		– Sell
-11,859
Closed -$1.23M – 579
2024
Q3 		$1.23M Sell
11,859
-1,182
-9% -$113K 0.09% 216
2024
Q2 		$1.26M Sell
13,041
-339
-3% -$32.7K 0.09% 212
2024
Q1 		$1.33M Sell
13,380
-1,200
-8% -$111K 0.09% 222
2023
Q4 		$1.3M Sell
14,580
-778
-5% -$64.7K 0.09% 226
2023
Q3 		$1.23M Buy
15,358
+522
+4% +$44.6K 0.1% 217
2023
Q2 		$1.32M Buy
14,836
+74
+0.5% +$6.23K 0.1% 213
2023
Q1 		$1.25M Sell
14,762
-298
-2% -$24.7K 0.1% 213
2022
Q4 		$1.18M Hold
15,060
– – 0.1% 221
2022
Q3 		$961K Buy
15,060
+615
+4% +$45K 0.09% 246
2022
Q2 		$1.02M Buy
14,445
+1,901
+15% +$140K 0.09% 225
2022
Q1 		$965K Buy
12,544
+1,345
+12% +$107K 0.09% 236
2021
Q4 		$975K Sell
11,199
-229
-2% -$19.2K 0.09% 227
2021
Q3 		$940K Buy
11,428
+929
+9% +$81.7K 0.1% 208
2021
Q2 		$859K Sell
10,499
-605
-5% -$46.6K 0.09% 229
2021
Q1 		$760K Sell
11,104
-125
-1% -$8.17K 0.08% 252
2020
Q4 		$759K Buy
11,229
+553
+5% +$35.9K 0.09% 240
2020
Q3 		$666K Buy
10,676
+664
+7% +$40.6K 0.09% 221
2020
Q2 		$569K Buy
+10,012
New +$519K 0.09% 226

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

Kentucky Retirement Systems Insurance Trust Fund's OTIS Position: Q2 2026 in Review

Kentucky Retirement Systems Insurance Trust Fund reduced its Otis Worldwide (OTIS) stake by 1.7% in Q2 2026, selling an estimated $13.2K and leaving 10,223 shares worth $732K. The position accounts for 0.04% of the portfolio, ranked #320.

Kentucky Retirement Systems Insurance Trust Fund first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.33M in Q1 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Kentucky Retirement Systems Insurance Trust Fund held 10,223 shares of Otis Worldwide worth $732K as of Q2 2026.
  • Kentucky Retirement Systems Insurance Trust Fund sold 177 Otis Worldwide shares in Q2 2026, an estimated $13.2K.
  • Otis Worldwide made up 0.04% of Kentucky Retirement Systems Insurance Trust Fund's portfolio in Q2 2026, its #320 holding.
  • Kentucky Retirement Systems Insurance Trust Fund first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Kentucky Retirement Systems Insurance Trust Fund's Otis Worldwide position peaked at $1.33M in Q1 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Kentucky Retirement Systems Insurance Trust Fund's 13F filing for Q2 2026, filed 14 Aug 2026.