VRS
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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
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 		$313 Buy
+3,600
New +$301K ﹤0.01% 979

Other funds holding OTIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return