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Creative Financial Designs’s Otis Worldwide OTIS Stock Holding History

Creative Financial Designs’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 		$41.5K Buy
579
+102
+21% +$7.62K ﹤0.01% 1073
2026
Q1 		$36.8K Hold
477
– – ﹤0.01% 1009
2025
Q4 		$41.6K Buy
477
+1
+0.2% +$89 ﹤0.01% 925
2025
Q3 		$43.6K Sell
476
-5
-1% -$454 ﹤0.01% 898
2025
Q2 		$47.6K Hold
481
– – ﹤0.01% 876
2025
Q1 		$49.6K Buy
481
+34
+8% +$3.32K ﹤0.01% 824
2024
Q4 		$41.4K Buy
447
+1
+0.2% +$100 ﹤0.01% 851
2024
Q3 		$46.4K Sell
446
-17
-4% -$1.62K ﹤0.01% 792
2024
Q2 		$44.6K Buy
463
+327
+240% +$31.5K ﹤0.01% 775
2024
Q1 		$13.5K Sell
136
-30
-18% -$2.77K ﹤0.01% 1060
2023
Q4 		$14.8K Buy
166
+18
+12% +$1.5K ﹤0.01% 986
2023
Q3 		$11.9K Buy
148
+50
+51% +$4.28K ﹤0.01% 979
2023
Q2 		$8.76K Hold
98
– – ﹤0.01% 1055
2023
Q1 		$8.29K Buy
98
+30
+44% +$2.48K ﹤0.01% 1005
2022
Q4 		$5.32K Hold
68
– – ﹤0.01% 1027
2022
Q3 		$4K Hold
68
– – ﹤0.01% 1081
2022
Q2 		$5K Buy
68
+1
+1% +$74 ﹤0.01% 1006
2022
Q1 		$5K Hold
67
– – ﹤0.01% 1045
2021
Q4 		$6K Hold
67
– – ﹤0.01% 989
2021
Q3 		$6K Hold
67
– – ﹤0.01% 1124
2021
Q2 		$5K Hold
67
– – ﹤0.01% 1176
2021
Q1 		$5K Buy
67
+1
+2% +$65 ﹤0.01% 1069
2020
Q4 		$4K Hold
66
– – ﹤0.01% 1040
2020
Q3 		$4K Sell
66
-25
-27% -$1.53K ﹤0.01% 981
2020
Q2 		$5K Buy
+91
New +$4.71K ﹤0.01% 874

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Creative Financial Designs's OTIS Position: Q2 2026 in Review

Creative Financial Designs increased its Otis Worldwide (OTIS) stake by 21% in Q2 2026, buying an estimated $7.62K and bringing the position to 579 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Creative Financial Designs first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $49.6K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Creative Financial Designs held 579 shares of Otis Worldwide worth $41.5K as of Q2 2026.
  • Creative Financial Designs bought 102 Otis Worldwide shares in Q2 2026, an estimated $7.62K.
  • Otis Worldwide made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1073 holding.
  • Creative Financial Designs first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Creative Financial Designs's Otis Worldwide position peaked at $49.6K in Q1 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.