Essential Planning’s Otis Worldwide OTIS Stock Holding History

Essential 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
2025 Q1	–	Sell	-3,250	Closed	-$326K	–	235
2024 Q4	$326K	Buy	+3,250	New	+$326K	﹤0.01%	290

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Essential Planning's OTIS Position: Q1 2025 in Review

Essential Planning sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 3,250 shares — an estimated $326K sold.

Essential Planning first reported a position in OTIS in Q4 2024 and held it in 1 quarter. The position peaked at $326K in Q4 2024. 1,243 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

Essential Planning reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 3,250 Otis Worldwide shares in Q1 2025, an estimated $326K.
Essential Planning first reported a position in Otis Worldwide in Q4 2024 and held it in 1 quarter.
Essential Planning's Otis Worldwide position peaked at $326K in Q4 2024.
1,243 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.