Virginia Retirement Systems’s Otis Worldwide OTIS Stock Holding History

Virginia 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	$14.1M	Buy	196,650 +73,650	+60%	+$5.5M	0.08%	201
2026 Q1	$9.48M	Buy	123,000 +103,400	+528%	+$9.05M	0.07%	234
2025 Q4	$1.71M	Buy	+19,600	New	+$1.75M	0.01%	454
2023 Q1	–	Sell	-3,400	Closed	-$266K	–	1180
2022 Q4	$266K	Hold	3,400	–	–	﹤0.01%	999
2022 Q3	$217K	Buy	+3,400	New	+$249K	﹤0.01%	1037
2022 Q1	$277K	Hold	3,600	–	–	﹤0.01%	991
2021 Q4	$313K	Buy	+3,600	New	+$301K	﹤0.01%	979

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Virginia Retirement Systems increased its Otis Worldwide (OTIS) stake by 60% in Q2 2026, buying an estimated $5.5M and bringing the position to 196,650 shares worth $14.1M. The position accounts for 0.08% of the portfolio, ranked #201.

Virginia Retirement Systems first reported a position in OTIS in Q4 2021 and has held it in 7 quarters since. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Virginia Retirement Systems held 196,650 shares of Otis Worldwide worth $14.1M as of Q2 2026.
Virginia Retirement Systems bought 73,650 Otis Worldwide shares in Q2 2026, an estimated $5.5M.
Otis Worldwide made up 0.08% of Virginia Retirement Systems's portfolio in Q2 2026, its #201 holding.
Virginia Retirement Systems first reported a position in Otis Worldwide in Q4 2021 and has held it in 7 quarters since.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Virginia Retirement Systems's 13F filing for Q2 2026, filed 25 Aug 2026.