CX Institutional
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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
Q3 		$270K Sell
4,200
-2,686
-39% -$191K 0.01% 660
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% -$9.6K 0.01% 409
2025
Q1 		$456K Buy
4,422
+576
+15% +$56.3K 0.02% 395
2024
Q4 		$356K Buy
3,846
+97
+3% +$9.7K 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% +$9.7K 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% +$15K 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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

CX Institutional's OTIS Position: Q3 2026 in Review

CX Institutional reduced its Otis Worldwide (OTIS) stake by 39% in Q3 2026, selling an estimated $191K and leaving 4,200 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #660.

CX Institutional first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $526K in Q3 2025. 275 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • CX Institutional held 4,200 shares of Otis Worldwide worth $270K as of Q3 2026.
  • CX Institutional sold 2,686 Otis Worldwide shares in Q3 2026, an estimated $191K.
  • Otis Worldwide made up 0.01% of CX Institutional's portfolio in Q3 2026, its #660 holding.
  • CX Institutional first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • CX Institutional's Otis Worldwide position peaked at $526K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.