NAM
OTIS icon

NorthCrest Asset Manangement’s Otis Worldwide OTIS Stock Holding History

NorthCrest Asset Manangement’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 		$504K Buy
6,998
+3,776
+117% +$282K 0.01% 561
2026
Q1 		$251K Sell
3,222
-4,588
-59% -$401K 0.01% 672
2025
Q4 		$697K Sell
7,810
-499
-6% -$44.6K 0.02% 457
2025
Q3 		$751K Buy
8,309
+4,854
+140% +$441K 0.02% 391
2025
Q2 		$344K Buy
3,455
+240
+7% +$23.2K 0.01% 489
2025
Q1 		$332K Sell
3,215
-583
-15% -$57K 0.01% 498
2024
Q4 		$352K Sell
3,798
-1,312
-26% -$132K 0.01% 457
2024
Q3 		$531K Buy
5,110
+176
+4% +$16.8K 0.02% 388
2024
Q2 		$475K Sell
4,934
-140
-3% -$13.5K 0.02% 388
2024
Q1 		$504K Sell
5,074
-249
-5% -$23K 0.02% 384
2023
Q4 		$476K Sell
5,323
-65
-1% -$5.41K 0.02% 386
2023
Q3 		$433K Sell
5,388
-629
-10% -$53.8K 0.02% 391
2023
Q2 		$536K Sell
6,017
-202
-3% -$17K 0.02% 344
2023
Q1 		$525K Buy
6,219
+1,164
+23% +$96.3K 0.02% 355
2022
Q4 		$396K Sell
5,055
-1,888
-27% -$139K 0.02% 318
2022
Q3 		$443K Buy
6,943
+1,222
+21% +$89.4K 0.02% 320
2022
Q2 		$404K Sell
5,721
-547
-9% -$40.3K 0.02% 333
2022
Q1 		$482K Sell
6,268
-240
-4% -$19.2K 0.02% 306
2021
Q4 		$567K Buy
+6,508
New +$545K 0.03% 297

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

NorthCrest Asset Manangement's OTIS Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Otis Worldwide (OTIS) stake by 117% in Q2 2026, buying an estimated $282K and bringing the position to 6,998 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #561.

NorthCrest Asset Manangement first reported a position in OTIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $751K in Q3 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • NorthCrest Asset Manangement held 6,998 shares of Otis Worldwide worth $504K as of Q2 2026.
  • NorthCrest Asset Manangement bought 3,776 Otis Worldwide shares in Q2 2026, an estimated $282K.
  • Otis Worldwide made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #561 holding.
  • NorthCrest Asset Manangement first reported a position in Otis Worldwide in Q4 2021 and has held it in 19 quarters since.
  • NorthCrest Asset Manangement's Otis Worldwide position peaked at $751K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.