New York State Common Retirement Fund
OTIS icon

New York State Common Retirement Fund’s Otis Worldwide OTIS Stock Holding History

New York State Common 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 		$15.9M Sell
221,506
-9,000
-4% -$672K 0.02% 575
2026
Q1 		$17.8M Hold
230,506
– – 0.02% 473
2025
Q4 		$20.1M Sell
230,506
-2,500
-1% -$224K 0.03% 431
2025
Q3 		$21.3M Sell
233,006
-3,300
-1% -$300K 0.03% 436
2025
Q2 		$23.4M Sell
236,306
-1,602
-0.7% -$155K 0.03% 389
2025
Q1 		$24.6M Sell
237,908
-89,900
-27% -$8.78M 0.04% 347
2024
Q4 		$30.4M Sell
327,808
-21,000
-6% -$2.11M 0.04% 319
2024
Q3 		$36.3M Sell
348,808
-15,979
-4% -$1.52M 0.05% 276
2024
Q2 		$35.1M Sell
364,787
-4,210
-1% -$406K 0.05% 292
2024
Q1 		$36.6M Sell
368,997
-36,997
-9% -$3.42M 0.05% 315
2023
Q4 		$36.3M Sell
405,994
-44,142
-10% -$3.67M 0.05% 312
2023
Q3 		$36.2M Sell
450,136
-63,433
-12% -$5.42M 0.05% 299
2023
Q2 		$45.7M Sell
513,569
-5,050
-1% -$425K 0.06% 279
2023
Q1 		$43.8M Sell
518,619
-6,580
-1% -$544K 0.06% 286
2022
Q4 		$41.1M Buy
525,199
+6,800
+1% +$502K 0.06% 299
2022
Q3 		$33.1M Sell
518,399
-14,675
-3% -$1.07M 0.05% 350
2022
Q2 		$37.7M Sell
533,074
-32,001
-6% -$2.36M 0.05% 320
2022
Q1 		$43.5M Sell
565,075
-18,720
-3% -$1.5M 0.05% 341
2021
Q4 		$50.8M Sell
583,795
-20,094
-3% -$1.68M 0.05% 321
2021
Q3 		$49.7M Buy
603,889
+66,363
+12% +$5.84M 0.05% 326
2021
Q2 		$44M Sell
537,526
-10,883
-2% -$838K 0.05% 361
2021
Q1 		$37.5M Sell
548,409
-81,766
-13% -$5.35M 0.04% 402
2020
Q4 		$42.6M Sell
630,175
-41,600
-6% -$2.7M 0.05% 365
2020
Q3 		$41.9M Sell
671,775
-73,200
-10% -$4.48M 0.05% 331
2020
Q2 		$42.4M Buy
+744,975
New +$38.6M 0.05% 318

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

New York State Common Retirement Fund's OTIS Position: Q2 2026 in Review

New York State Common Retirement Fund reduced its Otis Worldwide (OTIS) stake by 3.9% in Q2 2026, selling an estimated $672K and leaving 221,506 shares worth $15.9M. The position accounts for 0.02% of the portfolio, ranked #575.

New York State Common Retirement Fund first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $50.8M in Q4 2021. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • New York State Common Retirement Fund held 221,506 shares of Otis Worldwide worth $15.9M as of Q2 2026.
  • New York State Common Retirement Fund sold 9,000 Otis Worldwide shares in Q2 2026, an estimated $672K.
  • Otis Worldwide made up 0.02% of New York State Common Retirement Fund's portfolio in Q2 2026, its #575 holding.
  • New York State Common Retirement Fund first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • New York State Common Retirement Fund's Otis Worldwide position peaked at $50.8M in Q4 2021.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.