Ohio Public Employees Retirement System (OPERS)
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Ohio Public Employees Retirement System (OPERS)’s Otis Worldwide OTIS Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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 		$8.75M Sell
113,579
-3,872
-3% -$339K 0.03% 481
2025
Q4 		$10.3M Sell
117,451
-6,007
-5% -$537K 0.03% 443
2025
Q3 		$11.3M Sell
123,458
-2,007
-2% -$182K 0.04% 412
2025
Q2 		$12.4M Sell
125,465
-1,996
-2% -$193K 0.04% 376
2025
Q1 		$13.2M Sell
127,461
-14,586
-10% -$1.42M 0.05% 348
2024
Q4 		$13.2M Sell
142,047
-8,972
-6% -$900K 0.05% 350
2024
Q3 		$15.7M Sell
151,019
-6,884
-4% -$656K 0.07% 281
2024
Q2 		$15.2M Sell
157,903
-5,264
-3% -$507K 0.06% 273
2024
Q1 		$16.2M Sell
163,167
-16,332
-9% -$1.51M 0.06% 277
2023
Q4 		$16.1M Buy
179,499
+3,188
+2% +$265K 0.06% 278
2023
Q3 		$14.2M Sell
176,311
-19,512
-10% -$1.67M 0.06% 278
2023
Q2 		$17.4M Sell
195,823
-18,759
-9% -$1.58M 0.07% 266
2023
Q1 		$18.1M Sell
214,582
-3,092
-1% -$256K 0.08% 253
2022
Q4 		$17M Buy
217,674
+278
+0.1% +$20.5K 0.07% 260
2022
Q3 		$13.9M Buy
217,396
+521
+0.2% +$38.1K 0.06% 289
2022
Q2 		$15.3M Sell
216,875
-109,356
-34% -$8.05M 0.07% 276
2022
Q1 		$25.1M Buy
326,231
+89,540
+38% +$7.16M 0.09% 219
2021
Q4 		$20.6M Sell
236,691
-11,915
-5% -$997K 0.07% 262
2021
Q3 		$20.5M Sell
248,606
-2,896
-1% -$255K 0.07% 254
2021
Q2 		$20.6M Buy
251,502
+30,834
+14% +$2.37M 0.07% 246
2021
Q1 		$15.1M Buy
220,668
+14,378
+7% +$940K 0.06% 289
2020
Q4 		$13.9M Buy
206,290
+44,825
+28% +$2.91M 0.06% 275
2020
Q3 		$10.1M Buy
161,465
+5,004
+3% +$306K 0.06% 282
2020
Q2 		$8.9M Buy
+156,461
New +$8.11M 0.05% 328

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

Ohio Public Employees Retirement System (OPERS)'s OTIS Position: Q1 2026 in Review

Ohio Public Employees Retirement System (OPERS) reduced its Otis Worldwide (OTIS) stake by 3.3% in Q1 2026, selling an estimated $339K and leaving 113,579 shares worth $8.75M. The position accounts for 0.03% of the portfolio, ranked #481.

Ohio Public Employees Retirement System (OPERS) first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $25.1M in Q1 2022. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Ohio Public Employees Retirement System (OPERS) held 113,579 shares of Otis Worldwide worth $8.75M as of Q1 2026.
  • Ohio Public Employees Retirement System (OPERS) sold 3,872 Otis Worldwide shares in Q1 2026, an estimated $339K.
  • Otis Worldwide made up 0.03% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q1 2026, its #481 holding.
  • Ohio Public Employees Retirement System (OPERS) first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Ohio Public Employees Retirement System (OPERS)'s Otis Worldwide position peaked at $25.1M in Q1 2022.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.