Harbor Asset Planning
OTIS icon

Harbor Asset Planning’s Otis Worldwide OTIS Stock Holding History

Harbor Asset 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
2026
Q3 		$2.07K Hold
32
– – ﹤0.01% 393
2026
Q2 		$2.3K Hold
32
– – ﹤0.01% 388
2026
Q1 		$2.48K Hold
32
– – ﹤0.01% 389
2025
Q4 		$2.81K Hold
32
– – ﹤0.01% 405
2025
Q3 		$2.94K Hold
32
– – ﹤0.01% 379
2025
Q2 		$3.18K Buy
+32
New +$3.09K ﹤0.01% 377

Other funds holding OTIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Harbor Asset Planning's OTIS Position: Q3 2026 in Review

Harbor Asset Planning held its Otis Worldwide (OTIS) position steady in Q3 2026 at 32 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Harbor Asset Planning first reported a position in OTIS in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.18K in Q2 2025. 620 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Harbor Asset Planning held 32 shares of Otis Worldwide worth $2.07K as of Q3 2026.
  • Harbor Asset Planning left its Otis Worldwide share count unchanged in Q3 2026.
  • Otis Worldwide made up ﹤0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #393 holding.
  • Harbor Asset Planning first reported a position in Otis Worldwide in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Otis Worldwide position peaked at $3.18K in Q2 2025.
  • 620 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.