Action Point Financial Planning’s Otis Worldwide OTIS Stock Holding History

Action Point Financial Planning’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	$13K	Buy	+186	New	+$13.9K	﹤0.01%	1335

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

Action Point Financial Planning's OTIS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Otis Worldwide (OTIS) in Q2 2026: 186 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1335 among its holdings.

1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Action Point Financial Planning held 186 shares of Otis Worldwide worth $13K as of Q2 2026.
Otis Worldwide was a new Action Point Financial Planning position in Q2 2026.
Otis Worldwide made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1335 holding.
1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.