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Crossmark Global Holdings’s Otis Worldwide OTIS Stock Holding History

Crossmark Global 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 		$1.78M Buy
24,906
+258
+1% +$19.3K 0.02% 483
2026
Q1 		$1.9M Sell
24,648
-259
-1% -$22.7K 0.03% 446
2025
Q4 		$2.18M Buy
24,907
+2,331
+10% +$209K 0.03% 415
2025
Q3 		$2.06M Sell
22,576
-802
-3% -$72.8K 0.03% 442
2025
Q2 		$2.31M Sell
23,378
-671
-3% -$64.8K 0.04% 393
2025
Q1 		$2.48M Sell
24,049
-314
-1% -$30.7K 0.04% 366
2024
Q4 		$2.26M Sell
24,363
-70
-0.3% -$7.02K 0.04% 372
2024
Q3 		$2.54M Buy
24,433
+292
+1% +$27.8K 0.05% 360
2024
Q2 		$2.32M Sell
24,141
-9,949
-29% -$959K 0.04% 369
2024
Q1 		$3.38M Sell
34,090
-11,459
-25% -$1.06M 0.06% 300
2023
Q4 		$4.08M Sell
45,549
-1,004
-2% -$83.5K 0.08% 252
2023
Q3 		$3.74M Buy
46,553
+3,320
+8% +$284K 0.08% 252
2023
Q2 		$3.89M Sell
43,233
-306
-0.7% -$25.8K 0.08% 259
2023
Q1 		$3.67M Buy
43,539
+18,591
+75% +$1.54M 0.09% 256
2022
Q4 		$1.95M Sell
24,948
-97
-0.4% -$7.16K 0.05% 400
2022
Q3 		$1.6M Sell
25,045
-4,124
-14% -$302K 0.04% 425
2022
Q2 		$2.06M Sell
29,169
-890
-3% -$65.5K 0.05% 375
2022
Q1 		$2.31M Buy
30,059
+2,230
+8% +$178K 0.05% 371
2021
Q4 		$2.42M Buy
27,829
+3,621
+15% +$303K 0.05% 354
2021
Q3 		$1.99M Buy
24,208
+90
+0.4% +$7.91K 0.05% 386
2021
Q2 		$1.97M Sell
24,118
-39
-0.2% -$3K 0.05% 382
2021
Q1 		$1.65M Sell
24,157
-750
-3% -$49K 0.04% 436
2020
Q4 		$1.68M Buy
24,907
+220
+0.9% +$14.3K 0.04% 414
2020
Q3 		$1.54M Sell
24,687
-889
-3% -$54.4K 0.04% 409
2020
Q2 		$1.45M Buy
+25,576
New +$1.33M 0.04% 419

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

Crossmark Global Holdings's OTIS Position: Q2 2026 in Review

Crossmark Global Holdings increased its Otis Worldwide (OTIS) stake by 1% in Q2 2026, buying an estimated $19.3K and bringing the position to 24,906 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #483.

Crossmark Global Holdings first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.08M in Q4 2023. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Crossmark Global Holdings held 24,906 shares of Otis Worldwide worth $1.78M as of Q2 2026.
  • Crossmark Global Holdings bought 258 Otis Worldwide shares in Q2 2026, an estimated $19.3K.
  • Otis Worldwide made up 0.02% of Crossmark Global Holdings's portfolio in Q2 2026, its #483 holding.
  • Crossmark Global Holdings first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Crossmark Global Holdings's Otis Worldwide position peaked at $4.08M in Q4 2023.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.