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Crestwood Advisors Group’s Otis Worldwide OTIS Stock Holding History

Crestwood Advisors Group’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 		$286K Buy
3,713
+891
+32% +$78K ﹤0.01% 595
2025
Q4 		$247K Sell
2,822
-10
-0.4% -$895 ﹤0.01% 591
2025
Q3 		$259K Sell
2,832
-386
-12% -$35K ﹤0.01% 496
2025
Q2 		$319K Sell
3,218
-44
-1% -$4.25K 0.01% 431
2025
Q1 		$337K Buy
3,262
+490
+18% +$47.9K 0.01% 402
2024
Q4 		$257K Buy
2,772
+71
+3% +$7.12K ﹤0.01% 408
2024
Q3 		$281K Buy
2,701
+273
+11% +$26K 0.01% 380
2024
Q2 		$234K Buy
2,428
+51
+2% +$4.92K ﹤0.01% 390
2024
Q1 		$236K Buy
2,377
+136
+6% +$12.6K 0.01% 386
2023
Q4 		$201K Buy
+2,241
New +$186K ﹤0.01% 393
2023
Q3 		– Sell
-3,024
Closed -$269K – 371
2023
Q2 		$269K Sell
3,024
-186
-6% -$15.7K 0.01% 222
2023
Q1 		$271K Buy
3,210
+34
+1% +$2.81K 0.01% 229
2022
Q4 		$249K Sell
3,176
-893
-22% -$65.9K 0.01% 237
2022
Q3 		$260K Sell
4,069
-867
-18% -$63.4K 0.01% 231
2022
Q2 		$349K Sell
4,936
-349
-7% -$25.7K 0.01% 211
2022
Q1 		$407K Sell
5,285
-1,287
-20% -$103K 0.01% 215
2021
Q4 		$572K Sell
6,572
-2,445
-27% -$205K 0.01% 196
2021
Q3 		$742K Sell
9,017
-444
-5% -$39K 0.02% 169
2021
Q2 		$774K Sell
9,461
-1,184
-11% -$91.1K 0.02% 170
2021
Q1 		$729K Sell
10,645
-18,821
-64% -$1.23M 0.02% 168
2020
Q4 		$1.99M Sell
29,466
-725
-2% -$47K 0.07% 120
2020
Q3 		$1.88M Sell
30,191
-3,049
-9% -$186K 0.07% 107
2020
Q2 		$1.89M Buy
+33,240
New +$1.72M 0.08% 107

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

Crestwood Advisors Group's OTIS Position: Q1 2026 in Review

Crestwood Advisors Group increased its Otis Worldwide (OTIS) stake by 32% in Q1 2026, buying an estimated $78K and bringing the position to 3,713 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Crestwood Advisors Group first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.99M in Q4 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Crestwood Advisors Group held 3,713 shares of Otis Worldwide worth $286K as of Q1 2026.
  • Crestwood Advisors Group bought 891 Otis Worldwide shares in Q1 2026, an estimated $78K.
  • Otis Worldwide made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #595 holding.
  • Crestwood Advisors Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Crestwood Advisors Group's Otis Worldwide position peaked at $1.99M in Q4 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.