Retirement Systems of Alabama
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Retirement Systems of Alabama’s Otis Worldwide OTIS Stock Holding History

Retirement Systems of Alabama’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 		$5.77M Sell
80,611
-1,936
-2% -$145K 0.02% 690
2026
Q1 		$6.36M Sell
82,547
-360
-0.4% -$31.5K 0.02% 655
2025
Q4 		$7.24M Sell
82,907
-815
-1% -$72.9K 0.02% 601
2025
Q3 		$7.65M Sell
83,722
-968
-1% -$87.9K 0.03% 590
2025
Q2 		$8.39M Sell
84,690
-518
-0.6% -$50K 0.03% 536
2025
Q1 		$8.79M Sell
85,208
-1,279
-1% -$125K 0.03% 510
2024
Q4 		$8.01M Sell
86,487
-950
-1% -$95.3K 0.03% 562
2024
Q3 		$9.09M Sell
87,437
-1,753
-2% -$167K 0.03% 516
2024
Q2 		$8.59M Sell
89,190
-299
-0.3% -$28.8K 0.03% 503
2024
Q1 		$8.88M Sell
89,489
-707
-0.8% -$65.3K 0.03% 520
2023
Q4 		$8.07M Sell
90,196
-2,903
-3% -$241K 0.03% 539
2023
Q3 		$7.48M Sell
93,099
-832
-0.9% -$71.2K 0.03% 520
2023
Q2 		$8.36M Sell
93,931
-28,693
-23% -$2.42M 0.04% 496
2023
Q1 		$10.3M Sell
122,624
-10,834
-8% -$896K 0.04% 441
2022
Q4 		$10.5M Sell
133,458
-6,120
-4% -$452K 0.05% 441
2022
Q3 		$8.9M Sell
139,578
-583
-0.4% -$42.7K 0.04% 463
2022
Q2 		$9.9M Sell
140,161
-641
-0.5% -$47.2K 0.04% 445
2022
Q1 		$10.8M Buy
140,802
+56
+0% +$4.48K 0.04% 471
2021
Q4 		$12.3M Sell
140,746
-5,812
-4% -$487K 0.04% 446
2021
Q3 		$12.1M Sell
146,558
-1,004
-0.7% -$88.3K 0.05% 423
2021
Q2 		$12.1M Sell
147,562
-4,486
-3% -$345K 0.04% 448
2021
Q1 		$10.4M Sell
152,048
-11,505
-7% -$752K 0.04% 493
2020
Q4 		$11M Sell
163,553
-526
-0.3% -$34.1K 0.04% 453
2020
Q3 		$10.2M Sell
164,079
-9,982
-6% -$611K 0.05% 392
2020
Q2 		$9.9M Buy
+174,061
New +$9.02M 0.05% 395

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

Retirement Systems of Alabama's OTIS Position: Q2 2026 in Review

Retirement Systems of Alabama reduced its Otis Worldwide (OTIS) stake by 2.3% in Q2 2026, selling an estimated $145K and leaving 80,611 shares worth $5.77M. The position accounts for 0.02% of the portfolio, ranked #690.

Retirement Systems of Alabama first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $12.3M in Q4 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Retirement Systems of Alabama held 80,611 shares of Otis Worldwide worth $5.77M as of Q2 2026.
  • Retirement Systems of Alabama sold 1,936 Otis Worldwide shares in Q2 2026, an estimated $145K.
  • Otis Worldwide made up 0.02% of Retirement Systems of Alabama's portfolio in Q2 2026, its #690 holding.
  • Retirement Systems of Alabama first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Retirement Systems of Alabama's Otis Worldwide position peaked at $12.3M in Q4 2021.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Retirement Systems of Alabama's 13F filing for Q2 2026, filed 28 Jul 2026.