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
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 $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

New York State Common Retirement Fund's OTIS Position: Q1 2026 in Review

New York State Common Retirement Fund held its Otis Worldwide (OTIS) position steady in Q1 2026 at 230,506 shares worth $17.8M. The position accounts for 0.02% of the portfolio, ranked #473.

New York State Common Retirement Fund first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $50.8M in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • New York State Common Retirement Fund held 230,506 shares of Otis Worldwide worth $17.8M as of Q1 2026.
  • New York State Common Retirement Fund left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.02% of New York State Common Retirement Fund's portfolio in Q1 2026, its #473 holding.
  • New York State Common Retirement Fund first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • New York State Common Retirement Fund's Otis Worldwide position peaked at $50.8M in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on New York State Common Retirement Fund's 13F filing for Q1 2026, filed 6 May 2026.