CI
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CX Institutional’s Otis Worldwide OTIS Stock Holding History

CX Institutional’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 		$493K Buy
6,886
+2,213
+47% +$165K 0.01% 480
2026
Q1 		$360K Sell
4,673
-575
-11% -$50.3K 0.01% 544
2025
Q4 		$458K Sell
5,248
-505
-9% -$45.2K 0.01% 446
2025
Q3 		$526K Buy
5,753
+1,430
+33% +$130K 0.02% 420
2025
Q2 		$428K Sell
4,323
-99
-2% -$9.56K 0.01% 409
2025
Q1 		$456K Buy
4,422
+576
+15% +$56.3K 0.02% 395
2024
Q4 		$356K Buy
3,846
+97
+3% +$9.73K 0.01% 408
2024
Q3 		$390K Buy
3,749
+47
+1% +$4.48K 0.02% 416
2024
Q2 		$356K Sell
3,702
-24
-0.6% -$2.31K 0.02% 422
2024
Q1 		$370K Sell
3,726
-41
-1% -$3.79K 0.02% 412
2023
Q4 		$337K Sell
3,767
-139
-4% -$11.6K 0.02% 381
2023
Q3 		$314K Sell
3,906
-544
-12% -$46.5K 0.02% 391
2023
Q2 		$396K Buy
4,450
+135
+3% +$11.4K 0.02% 379
2023
Q1 		$364K Buy
4,315
+246
+6% +$20.4K 0.02% 384
2022
Q4 		$319K Buy
+4,069
New +$300K 0.02% 423
2022
Q3 		– Sell
-2,356
Closed -$167K – 939
2022
Q2 		$167K Sell
2,356
-348
-13% -$25.6K 0.01% 461
2022
Q1 		$208K Buy
2,704
+156
+6% +$12.5K 0.02% 353
2021
Q4 		$222K Buy
2,548
+116
+5% +$9.71K 0.02% 317
2021
Q3 		$200K Buy
2,432
+62
+3% +$5.45K 0.02% 353
2021
Q2 		$194K Buy
2,370
+211
+10% +$16.2K 0.02% 339
2021
Q1 		$148K Sell
2,159
-731
-25% -$47.8K 0.01% 338
2020
Q4 		$195K Buy
2,890
+232
+9% +$15.1K 0.02% 292
2020
Q3 		$166K Sell
2,658
-5
-0.2% -$306 0.02% 272
2020
Q2 		$151K Buy
+2,663
New +$138K 0.02% 260

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

CX Institutional's OTIS Position: Q2 2026 in Review

CX Institutional increased its Otis Worldwide (OTIS) stake by 47% in Q2 2026, buying an estimated $165K and bringing the position to 6,886 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #480.

CX Institutional first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $526K in Q3 2025. 198 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • CX Institutional held 6,886 shares of Otis Worldwide worth $493K as of Q2 2026.
  • CX Institutional bought 2,213 Otis Worldwide shares in Q2 2026, an estimated $165K.
  • Otis Worldwide made up 0.01% of CX Institutional's portfolio in Q2 2026, its #480 holding.
  • CX Institutional first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • CX Institutional's Otis Worldwide position peaked at $526K in Q3 2025.
  • 198 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.