Superior Planning, LLC’s Otis Worldwide OTIS Stock Holding History

Superior Planning, LLC’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 Q3	$10.8K	Buy	+168	New	+$12K	﹤0.01%	904

Other funds holding OTIS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Superior Planning, LLC's OTIS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Otis Worldwide (OTIS) in Q3 2026: 168 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #904 among its holdings.

869 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Superior Planning, LLC held 168 shares of Otis Worldwide worth $10.8K as of Q3 2026.
Otis Worldwide was a new Superior Planning, LLC position in Q3 2026.
Otis Worldwide made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #904 holding.
869 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.