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Curbstone Financial Management Corp’s Otis Worldwide OTIS Stock Holding History

Curbstone Financial Management Corp’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 		$434K Sell
6,062
-326
-5% -$24.4K 0.07% 203
2026
Q1 		$492K Hold
6,388
– – 0.09% 175
2025
Q4 		$558K Hold
6,388
– – 0.11% 155
2025
Q3 		$584K Sell
6,388
-60
-0.9% -$5.45K 0.11% 151
2025
Q2 		$638K Sell
6,448
-700
-10% -$67.6K 0.13% 147
2025
Q1 		$738K Buy
7,148
+400
+6% +$39.1K 0.16% 131
2024
Q4 		$625K Buy
6,748
+2
+0% +$201 0.13% 142
2024
Q3 		$701K Sell
6,746
-72
-1% -$6.86K 0.15% 132
2024
Q2 		$656K Hold
6,818
– – 0.14% 135
2024
Q1 		$677K Sell
6,818
-150
-2% -$13.9K 0.15% 132
2023
Q4 		$623K Hold
6,968
– – 0.14% 139
2023
Q3 		$560K Buy
6,968
+200
+3% +$17.1K 0.14% 140
2023
Q2 		$602K Sell
6,768
-200
-3% -$16.9K 0.14% 137
2023
Q1 		$588K Sell
6,968
-600
-8% -$49.6K 0.14% 143
2022
Q4 		$593K Sell
7,568
-1,600
-17% -$118K 0.15% 142
2022
Q3 		$585K Buy
9,168
+200
+2% +$14.6K 0.15% 139
2022
Q2 		$634K Buy
8,968
+842
+10% +$62K 0.15% 139
2022
Q1 		$625K Hold
8,126
– – 0.12% 161
2021
Q4 		$708K Buy
8,126
+300
+4% +$25.1K 0.13% 156
2021
Q3 		$644K Sell
7,826
-224
-3% -$19.7K 0.12% 158
2021
Q2 		$658K Sell
8,050
-350
-4% -$26.9K 0.12% 157
2021
Q1 		$575K Sell
8,400
-224
-3% -$14.6K 0.11% 158
2020
Q4 		$583K Sell
8,624
-2,778
-24% -$180K 0.12% 147
2020
Q3 		$712K Sell
11,402
-498
-4% -$30.5K 0.17% 126
2020
Q2 		$677K Buy
+11,900
New +$617K 0.18% 125

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

Curbstone Financial Management Corp's OTIS Position: Q2 2026 in Review

Curbstone Financial Management Corp reduced its Otis Worldwide (OTIS) stake by 5.1% in Q2 2026, selling an estimated $24.4K and leaving 6,062 shares worth $434K. The position accounts for 0.07% of the portfolio, ranked #203.

Curbstone Financial Management Corp first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $738K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Curbstone Financial Management Corp held 6,062 shares of Otis Worldwide worth $434K as of Q2 2026.
  • Curbstone Financial Management Corp sold 326 Otis Worldwide shares in Q2 2026, an estimated $24.4K.
  • Otis Worldwide made up 0.07% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #203 holding.
  • Curbstone Financial Management Corp first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Curbstone Financial Management Corp's Otis Worldwide position peaked at $738K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.