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Meramec Financial Planners’s Otis Worldwide OTIS Stock Holding History

Meramec Financial Planners’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 		$15.7K Sell
214
-131
-38% -$9.79K 0.01% 322
2026
Q1 		$27.9K Hold
345
– – 0.01% 253
2025
Q4 		$31K Buy
+345
New +$30.9K 0.01% 245

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 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

Meramec Financial Planners's OTIS Position: Q2 2026 in Review

Meramec Financial Planners reduced its Otis Worldwide (OTIS) stake by 38% in Q2 2026, selling an estimated $9.79K and leaving 214 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #322.

Meramec Financial Planners first reported a position in OTIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $31K in Q4 2025. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Meramec Financial Planners held 214 shares of Otis Worldwide worth $15.7K as of Q2 2026.
  • Meramec Financial Planners sold 131 Otis Worldwide shares in Q2 2026, an estimated $9.79K.
  • Otis Worldwide made up 0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #322 holding.
  • Meramec Financial Planners first reported a position in Otis Worldwide in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Otis Worldwide position peaked at $31K in Q4 2025.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.