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Planning Strategies’s Otis Worldwide OTIS Stock Holding History

Planning Strategies’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 		$3.65K Buy
+51
New +$3.81K ﹤0.01% 465

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Planning Strategies's OTIS Position: Q2 2026 in Review

Planning Strategies opened a new position in Otis Worldwide (OTIS) in Q2 2026: 51 shares worth $3.65K. The stake represents ﹤0.01% of the portfolio and ranks #465 among its holdings.

1,165 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Planning Strategies held 51 shares of Otis Worldwide worth $3.65K as of Q2 2026.
  • Otis Worldwide was a new Planning Strategies position in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #465 holding.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.