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
Q2 		$1.76M Buy
+24,634
New +$1.84M 0.04% 320
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 $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

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

Kentucky Retirement Systems opened a new position in Otis Worldwide (OTIS) in Q2 2026: 24,634 shares worth $1.76M. The stake represents 0.04% of the portfolio and ranks #320 among its holdings. This is a return to the name: Kentucky Retirement Systems previously reported a position in OTIS as recently as Q4 2025.

Kentucky Retirement Systems first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.06M in Q1 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Kentucky Retirement Systems held 24,634 shares of Otis Worldwide worth $1.76M as of Q2 2026.
  • Otis Worldwide was a new Kentucky Retirement Systems position in Q2 2026.
  • Otis Worldwide made up 0.04% of Kentucky Retirement Systems's portfolio in Q2 2026, its #320 holding.
  • Kentucky Retirement Systems first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Kentucky Retirement Systems's Otis Worldwide position peaked at $3.06M in Q1 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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