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Creative Planning OTIS Position History
Otis Worldwide Corporation • Industrials
Quarters held
10
Latest value
$12.1M
Q3 2026
Peak value
$20.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.2M |
| Q3 2025 | $471K |
| Q4 2025 | $20.1M |
| Q4 2025 | $448K |
| Q1 2026 | $362K |
| Q1 2026 | $12.8M |
| Q2 2026 | $322K |
| Q2 2026 | $14.2M |
| Q3 2026 | $293K |
| Q3 2026 | $12.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.1M | 188.7K | — | — |
| Q3 2026 | $293K | 4.6K | — | — |
| Q2 2026 | $14.2M | 198.9K | — | — |
| Q2 2026 | $322K | 4.5K | — | — |
| Q1 2026 | $12.8M | 165.8K | — | — |
| Q1 2026 | $362K | 4.7K | — | — |
| Q4 2025 | $448K | 5.1K | — | — |
| Q4 2025 | $20.1M | 229.8K | — | — |
| Q3 2025 | $471K | 5.2K | — | — |
| Q3 2025 | $16.2M | 176.9K | — | — |
Other funds holding OTIS
$4.6B
$4.6B
$4.1B
$3.9B
$2.5B
$1.7B
$1.7B
$1.6B