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Asset Planning Inc’s Otis Worldwide OTIS Stock Holding History

Asset Planning 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
Q1 		$1.54K Hold
20
– – ﹤0.01% 283
2025
Q4 		$1.75K Hold
20
– – ﹤0.01% 281
2025
Q3 		$1.83K Hold
20
– – ﹤0.01% 278
2025
Q2 		$1.98K Hold
20
– – ﹤0.01% 269
2025
Q1 		$2.06K Hold
20
– – ﹤0.01% 278
2024
Q4 		$1.85K Buy
+20
New +$2.01K ﹤0.01% 290

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Asset Planning Inc's OTIS Position: Q1 2026 in Review

Asset Planning Inc held its Otis Worldwide (OTIS) position steady in Q1 2026 at 20 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Asset Planning Inc first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.06K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Asset Planning Inc held 20 shares of Otis Worldwide worth $1.54K as of Q1 2026.
  • Asset Planning Inc left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Asset Planning Inc's portfolio in Q1 2026, its #283 holding.
  • Asset Planning Inc first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Otis Worldwide position peaked at $2.06K in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.