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State of Alaska Department of Revenue’s Otis Worldwide OTIS Stock Holding History

State of Alaska Department of Revenue’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 		$3.4M Sell
47,496
-2,271
-5% -$170K 0.03% 450
2026
Q1 		$3.83M Hold
49,767
– – 0.04% 407
2025
Q4 		$4.35M Sell
49,767
-10,341
-17% -$925K 0.05% 365
2025
Q3 		$5.49M Buy
60,108
+15,822
+36% +$1.44M 0.06% 311
2025
Q2 		$4.38M Sell
44,286
-2,140
-5% -$207K 0.05% 378
2025
Q1 		$4.79M Buy
46,426
+880
+2% +$86K 0.05% 330
2024
Q4 		$4.22M Sell
45,546
-9,520
-17% -$955K 0.05% 366
2024
Q3 		$5.72M Sell
55,066
-7,310
-12% -$696K 0.06% 307
2024
Q2 		$6M Sell
62,376
-13,915
-18% -$1.34M 0.07% 288
2024
Q1 		$7.57M Sell
76,291
-11,215
-13% -$1.04M 0.09% 233
2023
Q4 		$7.83M Sell
87,506
-1,870
-2% -$155K 0.09% 225
2023
Q3 		$7.18M Sell
89,376
-2,275
-2% -$195K 0.09% 231
2023
Q2 		$8.16M Sell
91,651
-5,952
-6% -$501K 0.1% 215
2023
Q1 		$8.24M Sell
97,603
-970
-1% -$80.3K 0.1% 221
2022
Q4 		$7.72M Sell
98,573
-3,000
-3% -$221K 0.1% 241
2022
Q3 		$6.48M Sell
101,573
-9,160
-8% -$670K 0.09% 257
2022
Q2 		$7.83M Buy
110,733
+15,505
+16% +$1.14M 0.1% 235
2022
Q1 		$7.33M Sell
95,228
-4,550
-5% -$364K 0.08% 295
2021
Q4 		$8.69M Sell
99,778
-9,005
-8% -$754K 0.08% 276
2021
Q3 		$8.95M Buy
108,783
+1,104
+1% +$97.1K 0.09% 258
2021
Q2 		$8.8M Buy
107,679
+43,810
+69% +$3.37M 0.09% 267
2021
Q1 		$4.37M Sell
63,869
-2,296
-3% -$150K 0.05% 406
2020
Q4 		$4.47M Sell
66,165
-3,291
-5% -$213K 0.05% 385
2020
Q3 		$4.33M Sell
69,456
-2,922
-4% -$179K 0.05% 370
2020
Q2 		$4.12M Buy
+72,378
New +$3.75M 0.05% 414

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

State of Alaska Department of Revenue's OTIS Position: Q2 2026 in Review

State of Alaska Department of Revenue reduced its Otis Worldwide (OTIS) stake by 4.6% in Q2 2026, selling an estimated $170K and leaving 47,496 shares worth $3.4M. The position accounts for 0.03% of the portfolio, ranked #450.

State of Alaska Department of Revenue first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.95M in Q3 2021. 883 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • State of Alaska Department of Revenue held 47,496 shares of Otis Worldwide worth $3.4M as of Q2 2026.
  • State of Alaska Department of Revenue sold 2,271 Otis Worldwide shares in Q2 2026, an estimated $170K.
  • Otis Worldwide made up 0.03% of State of Alaska Department of Revenue's portfolio in Q2 2026, its #450 holding.
  • State of Alaska Department of Revenue first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • State of Alaska Department of Revenue's Otis Worldwide position peaked at $8.95M in Q3 2021.
  • 883 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on State of Alaska Department of Revenue's 13F filing for Q2 2026, filed 20 Jul 2026.