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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OTIS overviewAll 13F holders of OTISFull Q2 2026 holdings

Shares (Q2 2026)
203,400
Value
$14.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OTIS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026203,400$14.6M<0.1%+32,877+19.3%AddedHolders
Q1 2026170,523$13.1M<0.1%−64,440−27.4%ReducedHolders
Q4 2025234,963$20.5M<0.1%+52,946+29.1%AddedHolders
Q3 2025182,017$16.6M<0.1%−570−0.3%ReducedHolders
Q2 2025182,587$18.1M<0.1%+15,223+9.1%AddedHolders
Q1 2025167,364$17.3M<0.1%+12,321+7.9%AddedHolders
Q4 2024155,043$14.4M<0.1%+5,262+3.5%AddedHolders
Q3 2024149,781$15.6M<0.1%−5,592−3.6%ReducedHolders
Q2 2024155,373$15.0M<0.1%+5,067+3.4%AddedHolders
Q1 2024150,306$14.9M<0.1%+923+0.6%AddedHolders
Q4 2023149,383$13.4M<0.1%+5,873+4.1%AddedHolders
Q3 2023143,510$11.5M<0.1%−6,225−4.2%ReducedHolders
Q2 2023149,735$13.3M<0.1%+289+0.2%AddedHolders
Q1 2023149,446$12.6M<0.1%−4,571−3.0%ReducedHolders
Q4 2022154,017$12.1M<0.1%−12,086−7.3%ReducedHolders
Q3 2022166,103$10.6M<0.1%−1,096−0.7%ReducedHolders
Q2 2022167,199$11.8M<0.1%−5,564−3.2%ReducedHolders
Q1 2022172,763$13.3M<0.1%+134,037+346.1%AddedHolders
Q4 202138,726$3.37M<0.1%−38,794−50.0%ReducedHolders
Q3 202177,520$6.38M<0.1%+609+0.8%AddedHolders
Q2 202176,911$6.29M<0.1%−910−1.2%ReducedHolders
Q1 202177,821$5.33M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.