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Vestcor Inc’s Otis Worldwide OTIS Stock Holding History

Vestcor Inc’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 		$561K Hold
7,833
– – 0.01% 737
2026
Q1 		$604K Hold
7,833
– – 0.02% 657
2025
Q4 		$684K Hold
7,833
– – 0.02% 599
2025
Q3 		$716K Hold
7,833
– – 0.02% 603
2025
Q2 		$776K Sell
7,833
-50
-0.6% -$4.83K 0.02% 564
2025
Q1 		$814K Buy
7,883
+17
+0.2% +$1.66K 0.03% 499
2024
Q4 		$728K Sell
7,866
-9
-0.1% -$903 0.02% 540
2024
Q3 		$819K Hold
7,875
– – 0.03% 519
2024
Q2 		$758K Hold
7,875
– – 0.03% 509
2024
Q1 		$782K Sell
7,875
-976
-11% -$90.2K 0.03% 486
2023
Q4 		$792K Sell
8,851
-115
-1% -$9.56K 0.03% 507
2023
Q3 		$720K Sell
8,966
-920
-9% -$78.7K 0.03% 510
2023
Q2 		$880K Sell
9,886
-5,091
-34% -$429K 0.03% 461
2023
Q1 		$1.26M Sell
14,977
-46
-0.3% -$3.81K 0.05% 383
2022
Q4 		$1.18M Sell
15,023
-6,402
-30% -$473K 0.04% 424
2022
Q3 		$1.37M Buy
21,425
+72
+0.3% +$5.27K 0.05% 396
2022
Q2 		$1.51M Buy
21,353
+3,506
+20% +$258K 0.06% 391
2022
Q1 		$1.37M Buy
17,847
+1,380
+8% +$110K 0.05% 410
2021
Q4 		$1.43M Buy
16,467
+10,458
+174% +$875K 0.05% 354
2021
Q3 		$494K Sell
6,009
-904
-13% -$79.5K 0.02% 594
2021
Q2 		$565K Sell
6,913
-668
-9% -$51.4K 0.02% 600
2021
Q1 		$519K Sell
7,581
-177
-2% -$11.6K 0.02% 610
2020
Q4 		$524K Sell
7,758
-689
-8% -$44.7K 0.02% 543
2020
Q3 		$527K Sell
8,447
-189
-2% -$11.6K 0.02% 487
2020
Q2 		$491K Buy
+8,636
New +$447K 0.03% 433

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 $3.38T AUM 44.17% 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

Vestcor Inc's OTIS Position: Q2 2026 in Review

Vestcor Inc held its Otis Worldwide (OTIS) position steady in Q2 2026 at 7,833 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #737.

Vestcor Inc first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.51M in Q2 2022. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Vestcor Inc held 7,833 shares of Otis Worldwide worth $561K as of Q2 2026.
  • Vestcor Inc left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of Vestcor Inc's portfolio in Q2 2026, its #737 holding.
  • Vestcor Inc first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Vestcor Inc's Otis Worldwide position peaked at $1.51M in Q2 2022.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Vestcor Inc's 13F filing for Q2 2026, filed 11 Aug 2026.