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State of Wyoming’s Otis Worldwide OTIS Stock Holding History

State of Wyoming’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 		$571K Buy
7,978
+1,094
+16% +$81.7K 0.06% 322
2026
Q1 		$531K Buy
6,884
+736
+12% +$64.4K 0.06% 295
2025
Q4 		$537K Sell
6,148
-700
-10% -$62.6K 0.06% 330
2025
Q3 		$626K Buy
6,848
+449
+7% +$40.8K 0.07% 207
2025
Q2 		$634K Sell
6,399
-1,007
-14% -$97.2K 0.08% 181
2025
Q1 		$764K Buy
7,406
+5,450
+279% +$532K 0.1% 108
2024
Q4 		$181K Sell
1,956
-381
-16% -$38.2K 0.02% 899
2024
Q3 		$243K Buy
2,337
+448
+24% +$42.7K 0.03% 576
2024
Q2 		$182K Sell
1,889
-155
-8% -$14.9K 0.03% 644
2024
Q1 		$203K Sell
2,044
-394
-16% -$36.4K 0.03% 602
2023
Q4 		$218K Sell
2,438
-656
-21% -$54.5K 0.04% 501
2023
Q3 		$248K Sell
3,094
-2,085
-40% -$178K 0.05% 316
2023
Q2 		$461K Buy
5,179
+1,425
+38% +$120K 0.13% 72
2023
Q1 		$317K Buy
3,754
+1,398
+59% +$116K 0.1% 131
2022
Q4 		$184K Buy
2,356
+1,057
+81% +$78K 0.06% 395
2022
Q3 		$83K Sell
1,299
-358
-22% -$26.2K 0.04% 744
2022
Q2 		$117K Buy
1,657
+381
+30% +$28.1K 0.07% 403
2022
Q1 		$98K Sell
1,276
-150
-11% -$12K 0.05% 608
2021
Q4 		$124K Sell
1,426
-52
-4% -$4.35K 0.06% 475
2021
Q3 		$122K Sell
1,478
-503
-25% -$44.2K 0.08% 350
2021
Q2 		$162K Buy
1,981
+1,546
+355% +$119K 0.1% 256
2021
Q1 		$30K Buy
+435
New +$28.4K 0.05% 277

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

State of Wyoming's OTIS Position: Q2 2026 in Review

State of Wyoming increased its Otis Worldwide (OTIS) stake by 16% in Q2 2026, buying an estimated $81.7K and bringing the position to 7,978 shares worth $571K. The position accounts for 0.06% of the portfolio, ranked #322.

State of Wyoming first reported a position in OTIS in Q1 2021 and has held it in 22 quarters since. The position peaked at $764K in Q1 2025. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • State of Wyoming held 7,978 shares of Otis Worldwide worth $571K as of Q2 2026.
  • State of Wyoming bought 1,094 Otis Worldwide shares in Q2 2026, an estimated $81.7K.
  • Otis Worldwide made up 0.06% of State of Wyoming's portfolio in Q2 2026, its #322 holding.
  • State of Wyoming first reported a position in Otis Worldwide in Q1 2021 and has held it in 22 quarters since.
  • State of Wyoming's Otis Worldwide position peaked at $764K in Q1 2025.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on State of Wyoming's 13F filing for Q2 2026, filed 6 Aug 2026.