Creative Capital Management Investments’s Otis Worldwide OTIS Stock Holding History

Creative Capital Management Investments’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	$1.15K	Sell	16 -8	-33%	-$598	﹤0.01%	1059
2026 Q1	$1.85K	Hold	24	–	–	﹤0.01%	273
2025 Q4	$2.1K	Hold	24	–	–	﹤0.01%	263
2025 Q3	$2.19K	Hold	24	–	–	﹤0.01%	242
2025 Q2	$2.38K	Hold	24	–	–	﹤0.01%	275
2025 Q1	$2.48K	Sell	24 -48	-67%	-$4.69K	﹤0.01%	210
2024 Q4	$6.67K	Buy	+72	New	+$7.22K	﹤0.01%	209
2024 Q2	–	Sell	-947	Closed	-$94K	–	260
2024 Q1	$94K	Hold	947	–	–	0.05%	64
2023 Q4	$84.7K	Hold	947	–	–	0.05%	65
2023 Q3	$76.1K	Hold	947	–	–	0.05%	71
2023 Q2	$84.3K	Buy	947 +525	+124%	+$44.2K	0.06%	67
2023 Q1	$35.6K	Sell	422 -2	-0.5%	-$165	0.03%	111
2022 Q4	$33K	Buy	+424	New	+$31.3K	0.03%	88

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

Creative Capital Management Investments's OTIS Position: Q2 2026 in Review

Creative Capital Management Investments reduced its Otis Worldwide (OTIS) stake by 33% in Q2 2026, selling an estimated $598 and leaving 16 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Creative Capital Management Investments first reported a position in OTIS in Q4 2022 and has held it in 13 quarters since. The position peaked at $94K in Q1 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Creative Capital Management Investments held 16 shares of Otis Worldwide worth $1.15K as of Q2 2026.
Creative Capital Management Investments sold 8 Otis Worldwide shares in Q2 2026, an estimated $598.
Otis Worldwide made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #1059 holding.
Creative Capital Management Investments first reported a position in Otis Worldwide in Q4 2022 and has held it in 13 quarters since.
Creative Capital Management Investments's Otis Worldwide position peaked at $94K in Q1 2024.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.