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Livermore
Livermore
ZHEN

Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Crestwood Advisors Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OTIS overviewAll 13F holders of OTISFull Q2 2026 holdings

Shares (Q2 2026)
5,473
Value
$391.9K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of OTIS by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,473$391.9K<0.1%+1,760+47.4%AddedHolders
Q1 20263,713$286.2K<0.1%+891+31.6%AddedHolders
Q4 20252,822$246.5K<0.1%−10−0.4%ReducedHolders
Q3 20252,832$258.9K<0.1%−386−12.0%ReducedHolders
Q2 20253,218$318.6K<0.1%−44−1.3%ReducedHolders
Q1 20253,262$336.6K<0.1%+490+17.7%AddedHolders
Q4 20242,772$256.7K<0.1%+71+2.6%AddedHolders
Q3 20242,701$280.8K<0.1%+273+11.2%AddedHolders
Q2 20242,428$233.7K<0.1%+51+2.1%AddedHolders
Q1 20242,377$236.0K<0.1%+136+6.1%AddedHolders
Q4 20232,241$200.5K<0.1%+2,241NewHolders
Q3 20230$00.0%−3,024−100.0%Sold outHolders
Q2 20233,024$269.1K<0.1%−186−5.8%ReducedHolders
Q1 20233,210$270.9K<0.1%+34+1.1%AddedHolders
Q4 20223,176$248.7K<0.1%−893−21.9%ReducedHolders
Q3 20224,069$260.0K<0.1%−867−17.6%ReducedHolders
Q2 20224,936$349.0K<0.1%−349−6.6%ReducedHolders
Q1 20225,285$407.0K<0.1%−1,287−19.6%ReducedHolders
Q4 20216,572$572.0K<0.1%−2,445−27.1%ReducedHolders
Q3 20219,017$742.0K<0.1%−444−4.7%ReducedHolders
Q2 20219,461$774.0K<0.1%−1,184−11.1%ReducedHolders
Q1 202110,645$729.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.