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United Financial Planning Group’s Otis Worldwide OTIS Stock Holding History

United Financial Planning Group’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
-51
Closed -$3.93K – 515
2026
Q1 		$3.93K Buy
+51
New +$4.46K ﹤0.01% 358

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
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

United Financial Planning Group's OTIS Position: Q2 2026 in Review

United Financial Planning Group sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 51 shares — an estimated $3.93K sold.

United Financial Planning Group first reported a position in OTIS in Q1 2026 and held it in 1 quarter. The position peaked at $3.93K in Q1 2026. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • United Financial Planning Group reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 51 Otis Worldwide shares in Q2 2026, an estimated $3.93K.
  • United Financial Planning Group first reported a position in Otis Worldwide in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's Otis Worldwide position peaked at $3.93K in Q1 2026.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.