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Sterling Financial Planning’s Otis Worldwide OTIS Stock Holding History

Sterling Financial Planning’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 		– Sell
-2,513
Closed -$220K – 121
2025
Q4 		$220K Hold
2,513
– – 0.07% 112
2025
Q3 		$230K Hold
2,513
– – 0.07% 110
2025
Q2 		$249K Hold
2,513
– – 0.08% 100
2025
Q1 		$259K Hold
2,513
– – 0.09% 97
2024
Q4 		$233K Buy
2,513
+13
+0.5% +$1.3K 0.09% 99
2024
Q3 		$260K Hold
2,500
– – 0.1% 96
2024
Q2 		$241K Hold
2,500
– – 0.1% 100
2024
Q1 		$248K Hold
2,500
– – 0.1% 98
2023
Q4 		$224K Buy
+2,500
New +$208K 0.1% 96

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sterling Financial Planning's OTIS Position: Q1 2026 in Review

Sterling Financial Planning sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,513 shares — an estimated $220K sold.

Sterling Financial Planning first reported a position in OTIS in Q4 2023 and held it in 9 quarters. The position peaked at $260K in Q3 2024. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Sterling Financial Planning reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Sterling Financial Planning sold 2,513 Otis Worldwide shares in Q1 2026, an estimated $220K.
  • Sterling Financial Planning first reported a position in Otis Worldwide in Q4 2023 and held it in 9 quarters.
  • Sterling Financial Planning's Otis Worldwide position peaked at $260K in Q3 2024.
  • 1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.