FLP
OTIS icon

Financial Life Planners’s Otis Worldwide OTIS Stock Holding History

Financial Life Planners’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 		$50.7K Buy
708
+5
+0.7% +$373 0.03% 122
2026
Q1 		$54.2K Buy
+703
New +$61.5K 0.04% 113
2025
Q4 		– Sell
-1,355
Closed -$124K – 247
2025
Q3 		$124K Buy
+1,355
New +$123K 0.08% 81
2025
Q2 		– Sell
-1,342
Closed -$139K – 75
2025
Q1 		$139K Buy
1,342
+5
+0.4% +$488 0.13% 65
2024
Q4 		$124K Buy
+1,337
New +$134K 0.1% 64

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Financial Life Planners's OTIS Position: Q2 2026 in Review

Financial Life Planners increased its Otis Worldwide (OTIS) stake by 0.71% in Q2 2026, buying an estimated $373 and bringing the position to 708 shares worth $50.7K. The position accounts for 0.03% of the portfolio, ranked #122.

Financial Life Planners first reported a position in OTIS in Q4 2024 and has held it in 5 quarters since. The position peaked at $139K in Q1 2025. 361 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Financial Life Planners held 708 shares of Otis Worldwide worth $50.7K as of Q2 2026.
  • Financial Life Planners bought 5 Otis Worldwide shares in Q2 2026, an estimated $373.
  • Otis Worldwide made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #122 holding.
  • Financial Life Planners first reported a position in Otis Worldwide in Q4 2024 and has held it in 5 quarters since.
  • Financial Life Planners's Otis Worldwide position peaked at $139K in Q1 2025.
  • 361 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.