BPI
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BFC Planning, Inc.’s Otis Worldwide OTIS Stock Holding History

BFC Planning, Inc.’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 		$84.9K Buy
1,186
+528
+80% +$39.4K ﹤0.01% 1302
2026
Q1 		$50.7K Sell
658
-22
-3% -$1.92K ﹤0.01% 1334
2025
Q4 		$59.4K Buy
680
+1
+0.1% +$89 ﹤0.01% 1299
2025
Q3 		$62.1K Sell
679
-90
-12% -$8.17K ﹤0.01% 1108
2025
Q2 		$76.1K Sell
769
-6
-0.8% -$579 0.01% 983
2025
Q1 		$80.1K Buy
775
+20
+3% +$1.95K 0.01% 944
2024
Q4 		$69.9K Buy
+755
New +$75.7K 0.01% 989

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 $1.92T AUM 36.1% 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 $2.32T AUM 44.66% 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

BFC Planning, Inc.'s OTIS Position: Q2 2026 in Review

BFC Planning, Inc. increased its Otis Worldwide (OTIS) stake by 80% in Q2 2026, buying an estimated $39.4K and bringing the position to 1,186 shares worth $84.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

BFC Planning, Inc. first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • BFC Planning, Inc. held 1,186 shares of Otis Worldwide worth $84.9K as of Q2 2026.
  • BFC Planning, Inc. bought 528 Otis Worldwide shares in Q2 2026, an estimated $39.4K.
  • Otis Worldwide made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1302 holding.
  • BFC Planning, Inc. first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.