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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
Q3 		$14K Sell
217
-230
-51% -$16.4K 0.01% 223
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

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
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 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

Curat Global's OTIS Position: Q3 2026 in Review

Curat Global reduced its Otis Worldwide (OTIS) stake by 51% in Q3 2026, selling an estimated $16.4K and leaving 217 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #223.

Curat Global first reported a position in OTIS in Q1 2025 and has held it in 7 quarters since. The position peaked at $61.1K in Q1 2025. 302 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Curat Global held 217 shares of Otis Worldwide worth $14K as of Q3 2026.
  • Curat Global sold 230 Otis Worldwide shares in Q3 2026, an estimated $16.4K.
  • Otis Worldwide made up 0.01% of Curat Global's portfolio in Q3 2026, its #223 holding.
  • Curat Global first reported a position in Otis Worldwide in Q1 2025 and has held it in 7 quarters since.
  • Curat Global's Otis Worldwide position peaked at $61.1K in Q1 2025.
  • 302 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Curat Global's 13F filing for Q3 2026, filed 26 Oct 2026.