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Comprehensive Financial Planning’s Otis Worldwide OTIS Stock Holding History

Comprehensive 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
Q1 		$4.24K Hold
55
– – ﹤0.01% 316
2025
Q4 		$4.8K Hold
55
– – ﹤0.01% 313
2025
Q3 		$5.03K Hold
55
– – ﹤0.01% 274
2025
Q2 		$5.45K Hold
55
– – ﹤0.01% 258
2025
Q1 		$5.68K Hold
55
– – 0.01% 247
2024
Q4 		$5.09K Buy
+55
New +$5.51K ﹤0.01% 276

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

Comprehensive Financial Planning's OTIS Position: Q1 2026 in Review

Comprehensive Financial Planning held its Otis Worldwide (OTIS) position steady in Q1 2026 at 55 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Comprehensive Financial Planning first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.68K in Q1 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Comprehensive Financial Planning held 55 shares of Otis Worldwide worth $4.24K as of Q1 2026.
  • Comprehensive Financial Planning left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #316 holding.
  • Comprehensive Financial Planning first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • Comprehensive Financial Planning's Otis Worldwide position peaked at $5.68K in Q1 2025.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.