OTIS WORLDWIDE CORP

Ticker: OTIS CUSIP: 68902V107 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 234,963 Value ($000) $20,524 Avg Close $89.25 Range $85.82 - $93.62

Q3 2025

Shares 182,017 Value ($000) $16,642 Avg Close $90.13 Range $83.46 - $100.47

Q2 2025

Shares 182,587 Value ($000) $18,080 Avg Close $95.42 Range $88.47 - $104.50

Q1 2025

Shares 167,364 Value ($000) $17,272 Avg Close $96.18 Range $88.53 - $105.37

Q4 2024

Shares 155,043 Value ($000) $14,359 Avg Close $98.31 Range $90.33 - $104.05

Q3 2024

Shares 149,781 Value ($000) $15,568 Avg Close $93.03 Range $87.90 - $102.98

Q2 2024

Shares 155,373 Value ($000) $14,956 Avg Close $93.72 Range $87.90 - $98.27

Q1 2024

Shares 150,306 Value ($000) $14,921 Avg Close $89.54 Range $82.60 - $97.40

Q4 2023

Shares 149,383 Value ($000) $13,365 Avg Close $80.24 Range $70.61 - $88.02

Q3 2023

Shares 143,510 Value ($000) $11,525 Avg Close $82.19 Range $76.20 - $87.60

Q2 2023

Shares 149,735 Value ($000) $13,328 Avg Close $80.64 Range $73.45 - $86.43

Q1 2023

Shares 149,446 Value ($000) $12,613 Avg Close $78.91 Range $74.65 - $83.42

Q4 2022

Shares 154,017 Value ($000) $12,061 Avg Close $70.16 Range $59.27 - $78.06

Q3 2022

Shares 166,103 Value ($000) $10,597 Avg Close $69.26 Range $60.46 - $77.44

Q2 2022

Shares 167,199 Value ($000) $11,816 Avg Close $69.45 Range $63.29 - $73.61

Q1 2022

Shares 172,763 Value ($000) $13,295 Avg Close $75.10 Range $66.90 - $82.79

Q4 2021

Shares 38,726 Value ($000) $3,372 Avg Close $78.43 Range $73.55 - $82.42

Q3 2021

Shares 77,520 Value ($000) $6,378 Avg Close $82.17 Range $76.25 - $86.88

Q2 2021

Shares 76,911 Value ($000) $6,289 Avg Close $71.71 Range $63.56 - $76.97

Q1 2021

Shares 77,821 Value ($000) $5,327 Avg Close $60.74 Range $56.84 - $65.75

Q4 2020

Shares 66,990 Value ($000) $4,525 Avg Close $60.07 Range $54.35 - $63.27

Q3 2020

Shares 38,390 Value ($000) $2,396 Avg Close $56.47 Range $51.39 - $60.79

Q2 2020

Shares 40,397 Value ($000) $2,297 Avg Close $47.48 Range $37.89 - $56.66

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	234,963	$20,524	$89.25	$85.82 - $93.62
Q3 2025	182,017	$16,642	$90.13	$83.46 - $100.47
Q2 2025	182,587	$18,080	$95.42	$88.47 - $104.50
Q1 2025	167,364	$17,272	$96.18	$88.53 - $105.37
Q4 2024	155,043	$14,359	$98.31	$90.33 - $104.05
Q3 2024	149,781	$15,568	$93.03	$87.90 - $102.98
Q2 2024	155,373	$14,956	$93.72	$87.90 - $98.27
Q1 2024	150,306	$14,921	$89.54	$82.60 - $97.40
Q4 2023	149,383	$13,365	$80.24	$70.61 - $88.02
Q3 2023	143,510	$11,525	$82.19	$76.20 - $87.60
Q2 2023	149,735	$13,328	$80.64	$73.45 - $86.43
Q1 2023	149,446	$12,613	$78.91	$74.65 - $83.42
Q4 2022	154,017	$12,061	$70.16	$59.27 - $78.06
Q3 2022	166,103	$10,597	$69.26	$60.46 - $77.44
Q2 2022	167,199	$11,816	$69.45	$63.29 - $73.61
Q1 2022	172,763	$13,295	$75.10	$66.90 - $82.79
Q4 2021	38,726	$3,372	$78.43	$73.55 - $82.42
Q3 2021	77,520	$6,378	$82.17	$76.25 - $86.88
Q2 2021	76,911	$6,289	$71.71	$63.56 - $76.97
Q1 2021	77,821	$5,327	$60.74	$56.84 - $65.75
Q4 2020	66,990	$4,525	$60.07	$54.35 - $63.27
Q3 2020	38,390	$2,396	$56.47	$51.39 - $60.79
Q2 2020	40,397	$2,297	$47.48	$37.89 - $56.66