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Plante Moran Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Plante Moran Financial Advisors’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 		– Sell
-127
Closed -$9.78K – 1629
2026
Q1 		$9.78K Sell
127
-110
-46% -$9.62K ﹤0.01% 518
2025
Q4 		$20.7K Sell
237
-76
-24% -$6.8K ﹤0.01% 445
2025
Q3 		$28.6K Hold
313
– – ﹤0.01% 421
2025
Q2 		$31K Buy
313
+62
+25% +$5.99K ﹤0.01% 421
2025
Q1 		$25.9K Sell
251
-32
-11% -$3.13K ﹤0.01% 443
2024
Q4 		$26.2K Sell
283
-1,102
-80% -$111K ﹤0.01% 441
2024
Q3 		$144K Buy
1,385
+1,134
+452% +$108K 0.01% 217
2024
Q2 		$24.2K Hold
251
– – ﹤0.01% 451
2024
Q1 		$24.9K Buy
251
+75
+43% +$6.93K ﹤0.01% 466
2023
Q4 		$15.7K Hold
176
– – ﹤0.01% 490
2023
Q3 		$14.1K Hold
176
– – ﹤0.01% 487
2023
Q2 		$15.7K Hold
176
– – ﹤0.01% 490
2023
Q1 		$14.9K Sell
176
-159
-47% -$13.2K ﹤0.01% 507
2022
Q4 		$26.2K Buy
335
+105
+46% +$7.75K ﹤0.01% 413
2022
Q3 		$15K Sell
230
-112
-33% -$8.19K ﹤0.01% 519
2022
Q2 		$24K Buy
342
+88
+35% +$6.48K ﹤0.01% 433
2022
Q1 		$20K Sell
254
-64
-20% -$5.12K ﹤0.01% 500
2021
Q4 		$28K Sell
318
-4,093
-93% -$343K ﹤0.01% 483
2021
Q3 		$363K Buy
4,411
+4,168
+1,715% +$367K 0.08% 123
2021
Q2 		$20K Hold
243
– – ﹤0.01% 555
2021
Q1 		$17K Sell
243
-78
-24% -$5.1K ﹤0.01% 559
2020
Q4 		$22K Sell
321
-417
-57% -$27.1K 0.01% 516
2020
Q3 		$46K Sell
738
-8
-1% -$489 0.02% 337
2020
Q2 		$42K Buy
+746
New +$38.7K 0.02% 317

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's OTIS Position: Q2 2026 in Review

Plante Moran Financial Advisors sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 127 shares — an estimated $9.78K sold.

Plante Moran Financial Advisors first reported a position in OTIS in Q2 2020 and held it in 24 quarters. The position peaked at $363K in Q3 2021. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Plante Moran Financial Advisors reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 127 Otis Worldwide shares in Q2 2026, an estimated $9.78K.
  • Plante Moran Financial Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 24 quarters.
  • Plante Moran Financial Advisors's Otis Worldwide position peaked at $363K in Q3 2021.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.