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Otis Worldwide Corp shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Otis Worldwide Corp

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All positions including Otis Worldwide Corp held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Otis Worldwide Corp by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.9k 51 77.08

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Otis Worldwide Corp

Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Morgan Stanley
Geode Capital Management
Franklin Resources
Massachusetts Financial Services
Mitsubishi UFJ Asset Management
Fiera Capital Corporation
StonePine Asset Management
Bls Capital Fondsmaeglerselskab A/s
Northern Trust
Van Eck Associates Corp.

View all funds holding Otis Worldwide Corp