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	$563K	Buy	7,870 +430	+6%	+$32.1K	0.07%	98
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Curated Wealth Partners increased its Otis Worldwide (OTIS) stake by 5.8% in Q2 2026, buying an estimated $32.1K and bringing the position to 7,870 shares worth $563K. The position accounts for 0.07% of the portfolio, ranked #98.

Curated Wealth Partners first reported a position in OTIS in Q1 2021 and has held it in 21 quarters since. The position peaked at $778K in Q3 2024. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Curated Wealth Partners held 7,870 shares of Otis Worldwide worth $563K as of Q2 2026.
Curated Wealth Partners bought 430 Otis Worldwide shares in Q2 2026, an estimated $32.1K.
Otis Worldwide made up 0.07% of Curated Wealth Partners's portfolio in Q2 2026, its #98 holding.
Curated Wealth Partners first reported a position in Otis Worldwide in Q1 2021 and has held it in 21 quarters since.
Curated Wealth Partners's Otis Worldwide position peaked at $778K in Q3 2024.
1,228 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.