State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Otis Worldwide OTIS Stock Holding History

State of Wisconsin Investment Board’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 		$17.2M Buy
223,675
+11,813
+6% +$1.03M 0.04% 406
2025
Q4 		$18.5M Sell
211,862
-3,732
-2% -$334K 0.04% 385
2025
Q3 		$19.7M Sell
215,594
-19,728
-8% -$1.79M 0.05% 352
2025
Q2 		$23.3M Buy
235,322
+357
+0.2% +$34.5K 0.06% 301
2025
Q1 		$24.2M Sell
234,965
-17,940
-7% -$1.75M 0.06% 282
2024
Q4 		$23.4M Sell
252,905
-246,379
-49% -$24.7M 0.06% 291
2024
Q3 		$51.9M Sell
499,284
-627,490
-56% -$59.8M 0.13% 138
2024
Q2 		$108M Sell
1,126,774
-624,682
-36% -$60.2M 0.29% 53
2024
Q1 		$174M Sell
1,751,456
-345,158
-16% -$31.9M 0.46% 37
2023
Q4 		$188M Buy
2,096,614
+86,592
+4% +$7.2M 0.53% 28
2023
Q3 		$161M Sell
2,010,022
-2,093
-0.1% -$179K 0.5% 29
2023
Q2 		$179M Buy
2,012,115
+23,166
+1% +$1.95M 0.5% 26
2023
Q1 		$168M Buy
1,988,949
+325,488
+20% +$26.9M 0.5% 30
2022
Q4 		$130M Sell
1,663,461
-90,848
-5% -$6.71M 0.42% 40
2022
Q3 		$112M Sell
1,754,309
-54,175
-3% -$3.96M 0.36% 48
2022
Q2 		$128M Sell
1,808,484
-75,234
-4% -$5.54M 0.33% 55
2022
Q1 		$145M Sell
1,883,718
-199,165
-10% -$15.9M 0.3% 58
2021
Q4 		$181M Buy
2,082,883
+198,039
+11% +$16.6M 0.35% 47
2021
Q3 		$155M Sell
1,884,844
-104,266
-5% -$9.17M 0.32% 52
2021
Q2 		$163M Buy
1,989,110
+97,016
+5% +$7.47M 0.34% 48
2021
Q1 		$130M Buy
1,892,094
+71,012
+4% +$4.64M 0.28% 76
2020
Q4 		$123M Sell
1,821,082
-41,931
-2% -$2.72M 0.28% 72
2020
Q3 		$116M Sell
1,863,013
-6,780
-0.4% -$415K 0.29% 69
2020
Q2 		$106M Buy
+1,869,793
New +$96.9M 0.29% 67

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 $315B AUM 27.84% 1-Year Est. Return

State of Wisconsin Investment Board's OTIS Position: Q1 2026 in Review

State of Wisconsin Investment Board increased its Otis Worldwide (OTIS) stake by 5.6% in Q1 2026, buying an estimated $1.03M and bringing the position to 223,675 shares worth $17.2M. The position accounts for 0.04% of the portfolio, ranked #406.

State of Wisconsin Investment Board first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $188M in Q4 2023. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • State of Wisconsin Investment Board held 223,675 shares of Otis Worldwide worth $17.2M as of Q1 2026.
  • State of Wisconsin Investment Board bought 11,813 Otis Worldwide shares in Q1 2026, an estimated $1.03M.
  • Otis Worldwide made up 0.04% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #406 holding.
  • State of Wisconsin Investment Board first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • State of Wisconsin Investment Board's Otis Worldwide position peaked at $188M in Q4 2023.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.