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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Creative Capital Management Investments's OTIS Position: Q1 2026 in Review

Creative Capital Management Investments held its Otis Worldwide (OTIS) position steady in Q1 2026 at 24 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Creative Capital Management Investments first reported a position in OTIS in Q4 2022 and has held it in 12 quarters since. The position peaked at $94K in Q1 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Creative Capital Management Investments held 24 shares of Otis Worldwide worth $1.85K as of Q1 2026.
Creative Capital Management Investments left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q1 2026, its #273 holding.
Creative Capital Management Investments first reported a position in Otis Worldwide in Q4 2022 and has held it in 12 quarters since.
Creative Capital Management Investments's Otis Worldwide position peaked at $94K in Q1 2024.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.