Game Plan Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Game Plan Financial Advisors’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	$859	Hold	12	–	–	﹤0.01%	356
2026 Q1	$925	Hold	12	–	–	﹤0.01%	287
2025 Q4	$1.05K	Hold	12	–	–	﹤0.01%	285
2025 Q3	$1.1K	Hold	12	–	–	﹤0.01%	293
2025 Q2	$1.19K	Hold	12	–	–	﹤0.01%	295
2025 Q1	$1.24K	Hold	12	–	–	﹤0.01%	295
2024 Q4	$1.11K	Hold	12	–	–	﹤0.01%	312
2024 Q3	$1.25K	Hold	12	–	–	﹤0.01%	324
2024 Q2	$1.16K	Hold	12	–	–	﹤0.01%	322
2024 Q1	$1.19K	Hold	12	–	–	﹤0.01%	367
2023 Q4	$1.07K	Buy	+12	New	+$998	﹤0.01%	368

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Game Plan Financial Advisors's OTIS Position: Q2 2026 in Review

Game Plan Financial Advisors held its Otis Worldwide (OTIS) position steady in Q2 2026 at 12 shares worth $859. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Game Plan Financial Advisors first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Game Plan Financial Advisors held 12 shares of Otis Worldwide worth $859 as of Q2 2026.
Game Plan Financial Advisors left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #356 holding.
Game Plan Financial Advisors first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
Game Plan Financial Advisors's Otis Worldwide position peaked at $1.25K in Q3 2024.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.