CFD
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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Creative Financial Designs's OTIS Position: Q1 2026 in Review

Creative Financial Designs held its Otis Worldwide (OTIS) position steady in Q1 2026 at 477 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Creative Financial Designs first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $49.6K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Creative Financial Designs held 477 shares of Otis Worldwide worth $36.8K as of Q1 2026.
  • Creative Financial Designs left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1009 holding.
  • Creative Financial Designs first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Creative Financial Designs's Otis Worldwide position peaked at $49.6K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.