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Curat Global’s Otis Worldwide OTIS Stock Holding History

Curat Global’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 		$45.4K Buy
447
+230
+106% +$17.2K 0.04% 183
2026
Q1 		$16.7K Hold
217
– – 0.02% 217
2025
Q4 		$19K Hold
217
– – 0.02% 213
2025
Q3 		$19.8K Hold
217
– – 0.02% 224
2025
Q2 		$21.5K Sell
217
-375
-63% -$36.2K 0.02% 221
2025
Q1 		$61.1K Buy
+592
New +$57.8K 0.07% 170

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Curat Global's OTIS Position: Q2 2026 in Review

Curat Global increased its Otis Worldwide (OTIS) stake by 106% in Q2 2026, buying an estimated $17.2K and bringing the position to 447 shares worth $45.4K. The position accounts for 0.04% of the portfolio, ranked #183.

Curat Global first reported a position in OTIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $61.1K in Q1 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Curat Global held 447 shares of Otis Worldwide worth $45.4K as of Q2 2026.
  • Curat Global bought 230 Otis Worldwide shares in Q2 2026, an estimated $17.2K.
  • Otis Worldwide made up 0.04% of Curat Global's portfolio in Q2 2026, its #183 holding.
  • Curat Global first reported a position in Otis Worldwide in Q1 2025 and has held it in 6 quarters since.
  • Curat Global's Otis Worldwide position peaked at $61.1K in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Curat Global's 13F filing for Q2 2026, filed 22 Jul 2026.