Curated Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Curated Wealth Partners’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	$2.65M	Buy	37,064 +29,624	+398%	+$2.21M	0.34%	52
2026 Q1	$573K	Hold	7,440	–	–	0.07%	106
2025 Q4	$650K	Hold	7,440	–	–	0.07%	97
2025 Q3	$680K	Sell	7,440 -74	-1%	-$6.72K	0.08%	78
2025 Q2	$744K	Hold	7,514	–	–	0.09%	73
2025 Q1	$775K	Buy	7,514 +63	+0.8%	+$6.16K	0.1%	68
2024 Q4	$690K	Sell	7,451 -37	-0.5%	-$3.71K	0.08%	71
2024 Q3	$778K	Sell	7,488 -1	-0%	-$95	0.1%	62
2024 Q2	$721K	Buy	+7,489	New	+$722K	0.1%	65
2024 Q1	–	Sell	-7,493	Closed	-$693K	–	231
2023 Q4	$670K	Hold	7,493	–	–	0.11%	70
2023 Q3	$602K	Hold	7,493	–	–	0.11%	66
2023 Q2	$667K	Hold	7,493	–	–	0.13%	56
2023 Q1	$632K	Hold	7,493	–	–	0.14%	55
2022 Q4	$587K	Hold	7,493	–	–	0.14%	57
2022 Q3	$478K	Hold	7,493	–	–	0.14%	61
2022 Q2	$529K	Hold	7,493	–	–	0.16%	58
2022 Q1	$653K	Hold	7,493	–	–	0.22%	58
2021 Q4	$653K	Hold	7,493	–	–	0.21%	60
2021 Q3	$616K	Hold	7,493	–	–	0.34%	57
2021 Q2	$612K	Hold	7,493	–	–	0.33%	57
2021 Q1	$513K	Buy	+7,493	New	+$490K	0.32%	62

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Curated Wealth Partners's OTIS Position: Q2 2026 in Review

Curated Wealth Partners increased its Otis Worldwide (OTIS) stake by 398% in Q2 2026, buying an estimated $2.21M and bringing the position to 37,064 shares worth $2.65M. The position accounts for 0.34% of the portfolio, ranked #52.

Curated Wealth Partners first reported a position in OTIS in Q1 2021 and has held it in 21 quarters since. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Curated Wealth Partners held 37,064 shares of Otis Worldwide worth $2.65M as of Q2 2026.
Curated Wealth Partners bought 29,624 Otis Worldwide shares in Q2 2026, an estimated $2.21M.
Otis Worldwide made up 0.34% of Curated Wealth Partners's portfolio in Q2 2026, its #52 holding.
Curated Wealth Partners first reported a position in Otis Worldwide in Q1 2021 and has held it in 21 quarters since.
314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.