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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
Q2 		$392K Buy
5,473
+1,760
+47% +$131K 0.01% 577
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Crestwood Advisors Group's OTIS Position: Q2 2026 in Review

Crestwood Advisors Group increased its Otis Worldwide (OTIS) stake by 47% in Q2 2026, buying an estimated $131K and bringing the position to 5,473 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #577.

Crestwood Advisors Group first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.99M in Q4 2020. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Crestwood Advisors Group held 5,473 shares of Otis Worldwide worth $392K as of Q2 2026.
  • Crestwood Advisors Group bought 1,760 Otis Worldwide shares in Q2 2026, an estimated $131K.
  • Otis Worldwide made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #577 holding.
  • Crestwood Advisors Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Crestwood Advisors Group's Otis Worldwide position peaked at $1.99M in Q4 2020.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.