Asset Planning Inc
OTIS icon

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
Q3 		$1.29K Hold
20
– – ﹤0.01% 309
2026
Q2 		$1.43K Hold
20
– – ﹤0.01% 316
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Asset Planning Inc's OTIS Position: Q3 2026 in Review

Asset Planning Inc held its Otis Worldwide (OTIS) position steady in Q3 2026 at 20 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Asset Planning Inc first reported a position in OTIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.06K in Q1 2025. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Asset Planning Inc held 20 shares of Otis Worldwide worth $1.29K as of Q3 2026.
  • Asset Planning Inc left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up ﹤0.01% of Asset Planning Inc's portfolio in Q3 2026, its #309 holding.
  • Asset Planning Inc first reported a position in Otis Worldwide in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's Otis Worldwide position peaked at $2.06K in Q1 2025.
  • 1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.