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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

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
RG
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
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.