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Utah Retirement Systems’s Otis Worldwide OTIS Stock Holding History

Utah Retirement Systems’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 		$4.18M Sell
58,330
-5,086
-8% -$380K 0.04% 365
2026
Q1 		$4.89M Sell
63,416
-1,610
-2% -$141K 0.05% 321
2025
Q4 		$5.68M Sell
65,026
-190
-0.3% -$17K 0.05% 307
2025
Q3 		$5.96M Sell
65,216
-336
-0.5% -$30.5K 0.06% 293
2025
Q2 		$6.49M Sell
65,552
-600
-0.9% -$57.9K 0.07% 269
2025
Q1 		$6.83M Hold
66,152
– – 0.08% 241
2024
Q4 		$6.13M Sell
66,152
-700
-1% -$70.2K 0.07% 266
2024
Q3 		$6.95M Buy
66,852
+300
+0.5% +$28.6K 0.08% 237
2024
Q2 		$6.41M Sell
66,552
-4,900
-7% -$472K 0.08% 234
2024
Q1 		$7.09M Hold
71,452
– – 0.08% 246
2023
Q4 		$6.39M Buy
71,452
+400
+0.6% +$33.3K 0.08% 249
2023
Q3 		$5.71M Buy
71,052
+200
+0.3% +$17.1K 0.08% 252
2023
Q2 		$6.31M Sell
70,852
-3,300
-4% -$278K 0.09% 235
2023
Q1 		$6.26M Buy
74,152
+200
+0.3% +$16.6K 0.09% 235
2022
Q4 		$5.79M Sell
73,952
-1,900
-3% -$140K 0.09% 234
2022
Q3 		$4.84M Buy
75,852
+300
+0.4% +$21.9K 0.08% 260
2022
Q2 		$5.34M Sell
75,552
-300
-0.4% -$22.1K 0.09% 234
2022
Q1 		$5.84M Sell
75,852
-1,500
-2% -$120K 0.08% 251
2021
Q4 		$6.74M Sell
77,352
-400
-0.5% -$33.5K 0.08% 243
2021
Q3 		$6.4M Sell
77,752
-4,100
-5% -$361K 0.09% 233
2021
Q2 		$6.69M Sell
81,852
-100
-0.1% -$7.7K 0.09% 234
2021
Q1 		$5.61M Sell
81,952
-3,700
-4% -$242K 0.08% 262
2020
Q4 		$5.79M Buy
85,652
+3,500
+4% +$227K 0.08% 252
2020
Q3 		$5.13M Buy
82,152
+600
+0.7% +$36.7K 0.09% 223
2020
Q2 		$4.64M Buy
+81,552
New +$4.23M 0.09% 232

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

Utah Retirement Systems's OTIS Position: Q2 2026 in Review

Utah Retirement Systems reduced its Otis Worldwide (OTIS) stake by 8% in Q2 2026, selling an estimated $380K and leaving 58,330 shares worth $4.18M. The position accounts for 0.04% of the portfolio, ranked #365.

Utah Retirement Systems first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.09M in Q1 2024. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Utah Retirement Systems held 58,330 shares of Otis Worldwide worth $4.18M as of Q2 2026.
  • Utah Retirement Systems sold 5,086 Otis Worldwide shares in Q2 2026, an estimated $380K.
  • Otis Worldwide made up 0.04% of Utah Retirement Systems's portfolio in Q2 2026, its #365 holding.
  • Utah Retirement Systems first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Utah Retirement Systems's Otis Worldwide position peaked at $7.09M in Q1 2024.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Utah Retirement Systems's 13F filing for Q2 2026, filed 14 Aug 2026.