Creative Planning
OTIS icon

Creative Planning’s Otis Worldwide OTIS Stock Holding History

Creative Planning’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 		$13.1M Sell
170,523
-64,440
-27% -$5.64M 0.01% 579
2025
Q4 		$20.5M Buy
234,963
+52,946
+29% +$4.74M 0.01% 378
2025
Q3 		$16.6M Sell
182,017
-570
-0.3% -$51.7K 0.01% 412
2025
Q2 		$18.1M Buy
182,587
+15,223
+9% +$1.47M 0.02% 361
2025
Q1 		$17.3M Buy
167,364
+12,321
+8% +$1.2M 0.02% 355
2024
Q4 		$14.4M Buy
155,043
+5,262
+4% +$528K 0.01% 360
2024
Q3 		$15.6M Sell
149,781
-5,592
-4% -$533K 0.02% 329
2024
Q2 		$15M Buy
155,373
+5,067
+3% +$488K 0.02% 316
2024
Q1 		$14.9M Buy
150,306
+923
+0.6% +$85.3K 0.02% 315
2023
Q4 		$13.4M Buy
149,383
+5,873
+4% +$488K 0.02% 324
2023
Q3 		$11.5M Sell
143,510
-6,225
-4% -$532K 0.02% 325
2023
Q2 		$13.3M Buy
149,735
+289
+0.2% +$24.3K 0.02% 292
2023
Q1 		$12.6M Sell
149,446
-4,571
-3% -$378K 0.02% 295
2022
Q4 		$12.1M Sell
154,017
-12,086
-7% -$892K 0.02% 300
2022
Q3 		$10.6M Sell
166,103
-1,096
-0.7% -$80.2K 0.02% 293
2022
Q2 		$11.8M Sell
167,199
-5,564
-3% -$410K 0.02% 288
2022
Q1 		$13.3M Buy
172,763
+134,037
+346% +$10.7M 0.02% 280
2021
Q4 		$3.37M Sell
38,726
-38,794
-50% -$3.25M 0.01% 528
2021
Q3 		$6.38M Buy
77,520
+609
+0.8% +$53.6K 0.01% 356
2021
Q2 		$6.29M Sell
76,911
-910
-1% -$70K 0.01% 354
2021
Q1 		$5.33M Buy
77,821
+10,831
+16% +$708K 0.01% 408
2020
Q4 		$4.53M Buy
66,990
+28,600
+74% +$1.86M 0.01% 403
2020
Q3 		$2.4M Sell
38,390
-2,007
-5% -$123K 0.01% 499
2020
Q2 		$2.3M Buy
+40,397
New +$2.09M 0.01% 456

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 Planning's OTIS Position: Q1 2026 in Review

Creative Planning reduced its Otis Worldwide (OTIS) stake by 27% in Q1 2026, selling an estimated $5.64M and leaving 170,523 shares worth $13.1M. The position accounts for 0.01% of the portfolio, ranked #579.

Creative Planning first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $20.5M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Creative Planning held 170,523 shares of Otis Worldwide worth $13.1M as of Q1 2026.
  • Creative Planning sold 64,440 Otis Worldwide shares in Q1 2026, an estimated $5.64M.
  • Otis Worldwide made up 0.01% of Creative Planning's portfolio in Q1 2026, its #579 holding.
  • Creative Planning first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Creative Planning's Otis Worldwide position peaked at $20.5M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.