Cornerstone Planning Group’s Otis Worldwide OTIS Stock Holding History

Cornerstone Planning Group’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	$10.5K	Buy	149 +57	+62%	+$4.26K	﹤0.01%	877
2026 Q1	$6.94K	Buy	92 +23	+33%	+$2.01K	﹤0.01%	1008
2025 Q4	$6.08K	Sell	69 -117	-63%	-$10.5K	﹤0.01%	926
2025 Q3	$3.21K	Buy	186 +96	+107%	+$8.71K	﹤0.01%	1060
2025 Q2	$7.78K	Sell	90 -218	-71%	-$21K	﹤0.01%	620
2025 Q1	$28.4K	Sell	308 -61	-17%	-$5.96K	0.01%	335
2024 Q4	$36.1K	Buy	369 +12	+3%	+$1.2K	0.01%	225
2024 Q3	$36.2K	Sell	357 -5	-1%	-$476	0.01%	227
2024 Q2	$33.8K	Sell	362 -22	-6%	-$2.12K	0.01%	248
2024 Q1	$35.4K	Sell	384 -99	-20%	-$9.15K	0.01%	212
2023 Q4	$43.2K	Hold	483	–	–	0.01%	203
2023 Q3	$38.8K	Sell	483 -32	-6%	-$2.74K	0.01%	211
2023 Q2	$45.8K	Buy	+515	New	+$43.4K	0.02%	258
2022 Q4	$32.7K	Buy	+410	New	+$30.3K	0.01%	336

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 $3.37T AUM 44.26% 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

Cornerstone Planning Group's OTIS Position: Q2 2026 in Review

Cornerstone Planning Group increased its Otis Worldwide (OTIS) stake by 62% in Q2 2026, buying an estimated $4.26K and bringing the position to 149 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Cornerstone Planning Group first reported a position in OTIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $45.8K in Q2 2023. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Cornerstone Planning Group held 149 shares of Otis Worldwide worth $10.5K as of Q2 2026.
Cornerstone Planning Group bought 57 Otis Worldwide shares in Q2 2026, an estimated $4.26K.
Otis Worldwide made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #877 holding.
Cornerstone Planning Group first reported a position in Otis Worldwide in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Otis Worldwide position peaked at $45.8K in Q2 2023.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.