Otis Worldwide Corp shares owned by Creative Planning
Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Otis Worldwide Corp
Tip: Access up to 7 years of quarterly data
All positions including Otis Worldwide Corp held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Otis Worldwide Corp by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $21M | 235k | 87.35 |
| 2025-09-30 | $17M | 182k | 91.43 |
| 2025-06-30 | $18M | 183k | 99.02 |
| 2025-03-31 | $17M | 167k | 103.20 |
| 2024-12-31 | $14M | 155k | 92.61 |
| 2024-09-30 | $16M | 150k | 103.94 |
| 2024-06-30 | $15M | 155k | 96.26 |
| 2024-03-31 | $15M | 150k | 99.27 |
| 2023-12-31 | $13M | 149k | 89.47 |
| 2023-09-30 | $12M | 144k | 80.31 |
| 2023-06-30 | $13M | 150k | 89.01 |
| 2023-03-31 | $13M | 149k | 84.40 |
| 2022-12-31 | $12M | 154k | 78.31 |
| 2022-09-30 | $11M | 166k | 63.80 |
| 2022-06-30 | $12M | 167k | 70.67 |
| 2022-03-31 | $13M | 173k | 76.96 |
| 2021-12-31 | $3.4M | 39k | 87.07 |
| 2021-09-30 | $6.4M | 78k | 82.28 |
| 2021-06-30 | $6.3M | 77k | 81.77 |
| 2021-03-31 | $5.3M | 78k | 68.45 |
| 2020-12-31 | $4.5M | 67k | 67.55 |
| 2020-09-30 | $2.4M | 38k | 62.41 |
| 2020-06-30 | $2.3M | 40k | 56.86 |