KRS
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Kentucky Retirement Systems’s Otis Worldwide OTIS Stock Holding History

Kentucky Retirement Systems’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 		– Sell
-24,811
Closed -$2.17M – 632
2025
Q4 		$2.17M Hold
24,811
– – 0.06% 280
2025
Q3 		$2.27M Sell
24,811
-763
-3% -$69.3K 0.06% 269
2025
Q2 		$2.53M Sell
25,574
-1,676
-6% -$162K 0.07% 246
2025
Q1 		$2.81M Sell
27,250
-276
-1% -$27K 0.09% 226
2024
Q4 		$2.55M Sell
27,526
-379
-1% -$38K 0.08% 233
2024
Q3 		$2.9M Sell
27,905
-2,563
-8% -$244K 0.09% 216
2024
Q2 		$2.93M Sell
30,468
-323
-1% -$31.1K 0.09% 212
2024
Q1 		$3.06M Sell
30,791
-1,954
-6% -$181K 0.09% 222
2023
Q4 		$2.93M Sell
32,745
-1,653
-5% -$137K 0.09% 226
2023
Q3 		$2.76M Buy
34,398
+1,168
+4% +$99.9K 0.1% 217
2023
Q2 		$2.96M Buy
33,230
+427
+1% +$36K 0.1% 213
2023
Q1 		$2.77M Sell
32,803
-236
-0.7% -$19.5K 0.1% 213
2022
Q4 		$2.59M Buy
33,039
+144
+0.4% +$10.6K 0.1% 221
2022
Q3 		$2.1M Buy
32,895
+1,516
+5% +$111K 0.09% 246
2022
Q2 		$2.22M Buy
31,379
+4,292
+16% +$316K 0.09% 224
2022
Q1 		$2.08M Buy
27,087
+1,512
+6% +$121K 0.09% 236
2021
Q4 		$2.23M Buy
25,575
+8
+0% +$670 0.09% 227
2021
Q3 		$2.1M Buy
25,567
+2,077
+9% +$183K 0.1% 208
2021
Q2 		$1.92M Sell
23,490
-767
-3% -$59K 0.09% 229
2021
Q1 		$1.66M Sell
24,257
-334
-1% -$21.8K 0.08% 253
2020
Q4 		$1.66M Buy
24,591
+835
+4% +$54.2K 0.09% 240
2020
Q3 		$1.48M Buy
23,756
+1,093
+5% +$66.9K 0.09% 221
2020
Q2 		$1.29M Buy
+22,663
New +$1.17M 0.09% 226

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

Kentucky Retirement Systems's OTIS Position: Q1 2026 in Review

Kentucky Retirement Systems sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 24,811 shares — an estimated $2.17M sold.

Kentucky Retirement Systems first reported a position in OTIS in Q2 2020 and held it in 23 quarters. The position peaked at $3.06M in Q1 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Kentucky Retirement Systems reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Kentucky Retirement Systems sold 24,811 Otis Worldwide shares in Q1 2026, an estimated $2.17M.
  • Kentucky Retirement Systems first reported a position in Otis Worldwide in Q2 2020 and held it in 23 quarters.
  • Kentucky Retirement Systems's Otis Worldwide position peaked at $3.06M in Q1 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Kentucky Retirement Systems's 13F filing for Q1 2026, filed 19 May 2026.