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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
2024
Q2 		– Sell
-7,492
Closed -$744K – 224
2024
Q1 		$744K Buy
+7,492
New +$692K 0.11% 63

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

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.