CFFP
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Center for Financial Planning’s Otis Worldwide OTIS Stock Holding History

Center for 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 		$54.1K Buy
755
+120
+19% +$8.96K 0.01% 307
2026
Q1 		$48.9K Hold
635
– – 0.01% 306
2025
Q4 		$55.5K Hold
635
– – 0.01% 281
2025
Q3 		$58.1K Sell
635
-75
-11% -$6.81K 0.01% 286
2025
Q2 		$70.3K Sell
710
-30
-4% -$2.9K 0.01% 256
2025
Q1 		$76.4K Sell
740
-9
-1% -$879 0.01% 236
2024
Q4 		$69.4K Sell
749
-3
-0.4% -$301 0.01% 234
2024
Q3 		$78.2K Sell
752
-68
-8% -$6.48K 0.01% 203
2024
Q2 		$78.9K Hold
820
– – 0.01% 196
2024
Q1 		$81.4K Hold
820
– – 0.01% 196
2023
Q4 		$73.4K Hold
820
– – 0.01% 186
2023
Q3 		$65.9K Hold
820
– – 0.01% 190
2023
Q2 		$73K Hold
820
– – 0.02% 193
2023
Q1 		$69.2K Sell
820
-520
-39% -$43K 0.02% 187
2022
Q4 		$105K Hold
1,340
– – 0.03% 161
2022
Q3 		$85K Hold
1,340
– – 0.02% 170
2022
Q2 		$95K Hold
1,340
– – 0.02% 165
2022
Q1 		$103K Hold
1,340
– – 0.02% 174
2021
Q4 		$117K Buy
1,340
+635
+90% +$53.2K 0.02% 161
2021
Q3 		$58K Sell
705
-670
-49% -$58.9K 0.01% 207
2021
Q2 		$112K Hold
1,375
– – 0.03% 158
2021
Q1 		$94K Hold
1,375
– – 0.02% 166
2020
Q4 		$93K Hold
1,375
– – 0.03% 153
2020
Q3 		$86K Hold
1,375
– – 0.03% 149
2020
Q2 		$78K Buy
+1,375
New +$71.2K 0.03% 156

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Center for Financial Planning's OTIS Position: Q2 2026 in Review

Center for Financial Planning increased its Otis Worldwide (OTIS) stake by 19% in Q2 2026, buying an estimated $8.96K and bringing the position to 755 shares worth $54.1K. The position accounts for 0.01% of the portfolio, ranked #307.

Center for Financial Planning first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $117K in Q4 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Center for Financial Planning held 755 shares of Otis Worldwide worth $54.1K as of Q2 2026.
  • Center for Financial Planning bought 120 Otis Worldwide shares in Q2 2026, an estimated $8.96K.
  • Otis Worldwide made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #307 holding.
  • Center for Financial Planning first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Center for Financial Planning's Otis Worldwide position peaked at $117K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.