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Cresset Asset Management’s Otis Worldwide OTIS Stock Holding History

Cresset Asset Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.48M Buy
19,166
+7,512
+64% +$657K 0.01% 646
2025
Q4 		$1.02M Buy
11,654
+1,236
+12% +$111K ﹤0.01% 784
2025
Q3 		$953K Buy
10,418
+453
+5% +$41.1K ﹤0.01% 760
2025
Q2 		$987K Sell
9,965
-1,633
-14% -$158K ﹤0.01% 691
2025
Q1 		$1.2M Sell
11,598
-4,904
-30% -$479K 0.01% 710
2024
Q4 		$1.53M Sell
16,502
-18,243
-53% -$1.83M 0.01% 634
2024
Q3 		$3.61M Sell
34,745
-2,113
-6% -$201K 0.01% 552
2024
Q2 		$3.55M Buy
36,858
+7,266
+25% +$700K 0.01% 513
2024
Q1 		$2.94M Buy
29,592
+7,410
+33% +$685K 0.01% 498
2023
Q4 		$1.98M Buy
22,182
+2,135
+11% +$178K 0.01% 596
2023
Q3 		$1.61M Buy
20,047
+2,180
+12% +$186K 0.01% 636
2023
Q2 		$1.59M Buy
17,867
+10,898
+156% +$918K ﹤0.01% 727
2023
Q1 		$588K Sell
6,969
-37,127
-84% -$3.07M 0.01% 449
2022
Q4 		$3.11M Sell
44,096
-244
-0.6% -$18K 0.04% 161
2022
Q3 		$2.83M Sell
44,340
-440
-1% -$32.2K 0.04% 174
2022
Q2 		$3.15M Buy
44,780
+2,357
+6% +$174K 0.04% 169
2022
Q1 		$3.27M Sell
42,423
-442
-1% -$35.3K 0.03% 183
2021
Q4 		$3.73M Buy
42,865
+1,190
+3% +$99.6K 0.04% 186
2021
Q3 		$3.43M Buy
41,675
+368
+0.9% +$32.4K 0.05% 152
2021
Q2 		$3.38M Buy
41,307
+33,370
+420% +$2.57M 0.05% 147
2021
Q1 		$544K Sell
7,937
-63,959
-89% -$4.18M 0.01% 452
2020
Q4 		$4.86M Sell
71,896
-3,588
-5% -$233K 0.08% 91
2020
Q3 		$4.71M Sell
75,484
-65
-0.1% -$3.98K 0.09% 97
2020
Q2 		$4.3M Buy
+75,549
New +$3.91M 0.09% 90

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cresset Asset Management's OTIS Position: Q1 2026 in Review

Cresset Asset Management increased its Otis Worldwide (OTIS) stake by 64% in Q1 2026, buying an estimated $657K and bringing the position to 19,166 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #646.

Cresset Asset Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.86M in Q4 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Cresset Asset Management held 19,166 shares of Otis Worldwide worth $1.48M as of Q1 2026.
  • Cresset Asset Management bought 7,512 Otis Worldwide shares in Q1 2026, an estimated $657K.
  • Otis Worldwide made up 0.01% of Cresset Asset Management's portfolio in Q1 2026, its #646 holding.
  • Cresset Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Cresset Asset Management's Otis Worldwide position peaked at $4.86M in Q4 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.