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Curi RMB Capital’s Otis Worldwide OTIS Stock Holding History

Curi RMB Capital’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
Q1 		$501K Sell
6,496
-4,599
-41% -$402K 0.01% 602
2025
Q4 		$969K Buy
11,095
+5,783
+109% +$517K 0.02% 468
2025
Q3 		$486K Buy
5,312
+117
+2% +$10.6K 0.01% 519
2025
Q2 		$514K Buy
+5,195
New +$502K 0.01% 505

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Curi RMB Capital's OTIS Position: Q1 2026 in Review

Curi RMB Capital reduced its Otis Worldwide (OTIS) stake by 41% in Q1 2026, selling an estimated $402K and leaving 6,496 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #602.

Curi RMB Capital first reported a position in OTIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $969K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Curi RMB Capital held 6,496 shares of Otis Worldwide worth $501K as of Q1 2026.
  • Curi RMB Capital sold 4,599 Otis Worldwide shares in Q1 2026, an estimated $402K.
  • Otis Worldwide made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #602 holding.
  • Curi RMB Capital first reported a position in Otis Worldwide in Q2 2025 and has held it in 4 quarters since.
  • Curi RMB Capital's Otis Worldwide position peaked at $969K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.