SPI
OTIS icon

Strategic Planning Inc’s Otis Worldwide OTIS Stock Holding History

Strategic Planning Inc’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 		$258K Buy
3,352
+17
+0.5% +$1.49K 0.13% 49
2025
Q4 		$291K Sell
3,335
-166
-5% -$14.9K 0.16% 46
2025
Q3 		$320K Sell
3,501
-43
-1% -$3.9K 0.19% 44
2025
Q2 		$351K Sell
3,544
-15
-0.4% -$1.45K 0.21% 43
2025
Q1 		$367K Buy
+3,559
New +$348K 0.21% 43

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

Strategic Planning Inc's OTIS Position: Q1 2026 in Review

Strategic Planning Inc increased its Otis Worldwide (OTIS) stake by 0.51% in Q1 2026, buying an estimated $1.49K and bringing the position to 3,352 shares worth $258K. The position accounts for 0.13% of the portfolio, ranked #49.

Strategic Planning Inc first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $367K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Strategic Planning Inc held 3,352 shares of Otis Worldwide worth $258K as of Q1 2026.
  • Strategic Planning Inc bought 17 Otis Worldwide shares in Q1 2026, an estimated $1.49K.
  • Otis Worldwide made up 0.13% of Strategic Planning Inc's portfolio in Q1 2026, its #49 holding.
  • Strategic Planning Inc first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • Strategic Planning Inc's Otis Worldwide position peaked at $367K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.