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Mark Sheptoff Financial Planning’s Otis Worldwide OTIS Stock Holding History

Mark Sheptoff Financial 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
Q1 		$54.7K Hold
724
– – 0.03% 171
2025
Q4 		$63.2K Hold
724
– – 0.03% 183
2025
Q3 		$66.2K Sell
724
-109
-13% -$9.89K 0.03% 174
2025
Q2 		$82.5K Hold
833
– – 0.04% 146
2025
Q1 		$86K Hold
833
– – 0.05% 130
2024
Q4 		$77.1K Hold
833
– – 0.04% 143
2024
Q3 		$86.6K Hold
833
– – 0.05% 138
2024
Q2 		$80.2K Hold
833
– – 0.04% 150
2024
Q1 		$82.7K Hold
833
– – 0.05% 144
2023
Q4 		$74.5K Hold
833
– – 0.04% 134
2023
Q3 		$66.9K Hold
833
– – 0.04% 127
2023
Q2 		$74.1K Sell
833
-218
-21% -$18.4K 0.04% 132
2023
Q1 		$88.7K Hold
1,051
– – 0.05% 121
2022
Q4 		$82.3K Hold
1,051
– – 0.05% 124
2022
Q3 		$67K Sell
1,051
-627
-37% -$45.9K 0.04% 128
2022
Q2 		$119K Sell
1,678
-152
-8% -$11.2K 0.07% 106
2022
Q1 		$141K Hold
1,830
– – 0.07% 118
2021
Q4 		$159K Buy
1,830
+63
+4% +$5.27K 0.08% 115
2021
Q3 		$145K Hold
1,767
– – 0.08% 118
2021
Q2 		$144K Buy
1,767
+150
+9% +$11.5K 0.08% 121
2021
Q1 		$111K Hold
1,617
– – 0.06% 123
2020
Q4 		$109K Sell
1,617
-50
-3% -$3.24K 0.06% 127
2020
Q3 		$104K Sell
1,667
-962
-37% -$58.8K 0.06% 117
2020
Q2 		$149K Buy
+2,629
New +$136K 0.1% 102

Other funds holding OTIS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mark Sheptoff Financial Planning's OTIS Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Otis Worldwide (OTIS) position steady in Q1 2026 at 724 shares worth $54.7K. The position accounts for 0.03% of the portfolio, ranked #171.

Mark Sheptoff Financial Planning first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $159K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Mark Sheptoff Financial Planning held 724 shares of Otis Worldwide worth $54.7K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #171 holding.
  • Mark Sheptoff Financial Planning first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Mark Sheptoff Financial Planning's Otis Worldwide position peaked at $159K in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.