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Planning Strategies Inc.’s Otis Worldwide OTIS Stock Holding History

Planning Strategies 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
Q2 		$3.65K Buy
+51
New +$3.81K ﹤0.01% 465

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Planning Strategies Inc.'s OTIS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Otis Worldwide (OTIS) in Q2 2026: 51 shares worth $3.65K. The stake represents ﹤0.01% of the portfolio and ranks #465 among its holdings.

426 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Planning Strategies Inc. held 51 shares of Otis Worldwide worth $3.65K as of Q2 2026.
  • Otis Worldwide was a new Planning Strategies Inc. position in Q2 2026.
  • Otis Worldwide made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #465 holding.
  • 426 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.