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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
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 $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

Plante Moran Financial Advisors's OTIS Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its Otis Worldwide (OTIS) stake by 46% in Q1 2026, selling an estimated $9.62K and leaving 127 shares worth $9.78K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Plante Moran Financial Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $363K in Q3 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Plante Moran Financial Advisors held 127 shares of Otis Worldwide worth $9.78K as of Q1 2026.
  • Plante Moran Financial Advisors sold 110 Otis Worldwide shares in Q1 2026, an estimated $9.62K.
  • Otis Worldwide made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #518 holding.
  • Plante Moran Financial Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Plante Moran Financial Advisors's Otis Worldwide position peaked at $363K in Q3 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.