Plancorp LLC’s Otis Worldwide OTIS Stock Holding History

Plancorp LLC’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
2025 Q2	–	Sell	-1,984	Closed	-$205K	–	383
2025 Q1	$205K	Buy	+1,984	New	+$194K	0.01%	341

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Plancorp LLC's OTIS Position: Q2 2025 in Review

Plancorp LLC sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 1,984 shares — an estimated $205K sold.

Plancorp LLC first reported a position in OTIS in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 1,269 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

Plancorp LLC reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
Plancorp LLC sold 1,984 Otis Worldwide shares in Q2 2025, an estimated $205K.
Plancorp LLC first reported a position in Otis Worldwide in Q1 2025 and held it in 1 quarter.
Plancorp LLC's Otis Worldwide position peaked at $205K in Q1 2025.
1,269 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

Based on Plancorp LLC's 13F filing for Q2 2025, filed 16 Jul 2025.