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 Q2	$3.94K	Hold	55	–	–	﹤0.01%	333
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 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 $3.38T AUM 44.17% 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

Comprehensive Financial Planning's OTIS Position: Q2 2026 in Review

Comprehensive Financial Planning held its Otis Worldwide (OTIS) position steady in Q2 2026 at 55 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Comprehensive Financial Planning first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.68K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Comprehensive Financial Planning held 55 shares of Otis Worldwide worth $3.94K as of Q2 2026.
Comprehensive Financial Planning left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #333 holding.
Comprehensive Financial Planning first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Otis Worldwide position peaked at $5.68K in Q1 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.