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 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 $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 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Game Plan Financial Advisors's OTIS Position: Q1 2026 in Review

Game Plan Financial Advisors held its Otis Worldwide (OTIS) position steady in Q1 2026 at 12 shares worth $925. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Game Plan Financial Advisors first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.25K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Game Plan Financial Advisors held 12 shares of Otis Worldwide worth $925 as of Q1 2026.
Game Plan Financial Advisors left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q1 2026, its #287 holding.
Game Plan Financial Advisors first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
Game Plan Financial Advisors's Otis Worldwide position peaked at $1.25K in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.