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Crewe Advisors’s Otis Worldwide OTIS Stock Holding History

Crewe Advisors’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 		$117K Buy
1,638
+33
+2% +$2.46K 0.01% 309
2026
Q1 		$124K Buy
1,605
+254
+19% +$22.2K 0.01% 259
2025
Q4 		$118K Hold
1,351
– – 0.01% 261
2025
Q3 		$124K Buy
+1,351
New +$123K 0.01% 262
2024
Q3 		– Sell
-1,473
Closed -$142K – 917
2024
Q2 		$142K Buy
1,473
+154
+12% +$14.8K 0.02% 224
2024
Q1 		$131K Buy
+1,319
New +$122K 0.02% 235
2023
Q3 		– Sell
-1,132
Closed -$101K – 828
2023
Q2 		$101K Buy
1,132
+5
+0.4% +$421 0.01% 202
2023
Q1 		$95.1K Sell
1,127
-23
-2% -$1.9K 0.01% 237
2022
Q4 		$90.1K Buy
1,150
+187
+19% +$13.8K 0.01% 230
2022
Q3 		$61K Buy
963
+4
+0.4% +$293 0.01% 297
2022
Q2 		$68K Sell
959
-124
-11% -$9.13K 0.02% 259
2022
Q1 		$83K Hold
1,083
– – 0.02% 191
2021
Q4 		$94K Buy
1,083
+150
+16% +$12.6K 0.02% 142
2021
Q3 		$77K Hold
933
– – 0.02% 122
2021
Q2 		$76K Sell
933
-50
-5% -$3.85K 0.02% 129
2021
Q1 		$67K Hold
983
– – 0.02% 132
2020
Q4 		$66K Sell
983
-75
-7% -$4.87K 0.03% 118
2020
Q3 		$66K Buy
1,058
+50
+5% +$3.06K 0.03% 105
2020
Q2 		$57K Buy
+1,008
New +$52.2K 0.03% 100

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Crewe Advisors's OTIS Position: Q2 2026 in Review

Crewe Advisors increased its Otis Worldwide (OTIS) stake by 2.1% in Q2 2026, buying an estimated $2.46K and bringing the position to 1,638 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #309.

Crewe Advisors first reported a position in OTIS in Q2 2020 and has held it in 19 quarters since. The position peaked at $142K in Q2 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Crewe Advisors held 1,638 shares of Otis Worldwide worth $117K as of Q2 2026.
  • Crewe Advisors bought 33 Otis Worldwide shares in Q2 2026, an estimated $2.46K.
  • Otis Worldwide made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #309 holding.
  • Crewe Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 19 quarters since.
  • Crewe Advisors's Otis Worldwide position peaked at $142K in Q2 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.