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Cromwell Holdings’s Otis Worldwide OTIS Stock Holding History

Cromwell Holdings’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 		$74K Sell
1,033
-260
-20% -$19.4K 0.03% 415
2026
Q1 		$99.7K Buy
1,293
+8
+0.6% +$700 0.06% 326
2025
Q4 		$112K Hold
1,285
– – 0.06% 287
2025
Q3 		$117K Buy
1,285
+3
+0.2% +$272 0.06% 286
2025
Q2 		$127K Buy
1,282
+47
+4% +$4.54K 0.08% 259
2025
Q1 		$127K Buy
1,235
+19
+2% +$1.86K 0.08% 246
2024
Q4 		$113K Hold
1,216
– – 0.07% 264
2024
Q3 		$126K Hold
1,216
– – 0.08% 248
2024
Q2 		$117K Buy
+1,216
New +$117K 0.07% 244

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
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
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
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cromwell Holdings's OTIS Position: Q2 2026 in Review

Cromwell Holdings reduced its Otis Worldwide (OTIS) stake by 20% in Q2 2026, selling an estimated $19.4K and leaving 1,033 shares worth $74K. The position accounts for 0.03% of the portfolio, ranked #415.

Cromwell Holdings first reported a position in OTIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $127K in Q1 2025. 249 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cromwell Holdings held 1,033 shares of Otis Worldwide worth $74K as of Q2 2026.
  • Cromwell Holdings sold 260 Otis Worldwide shares in Q2 2026, an estimated $19.4K.
  • Otis Worldwide made up 0.03% of Cromwell Holdings's portfolio in Q2 2026, its #415 holding.
  • Cromwell Holdings first reported a position in Otis Worldwide in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Otis Worldwide position peaked at $127K in Q1 2025.
  • 249 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.