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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
Q2 		$724K Buy
10,115
+3,619
+56% +$270K 0.01% 512
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 $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 $3.38T AUM 44.17% 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

Curi RMB Capital's OTIS Position: Q2 2026 in Review

Curi RMB Capital increased its Otis Worldwide (OTIS) stake by 56% in Q2 2026, buying an estimated $270K and bringing the position to 10,115 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #512.

Curi RMB Capital first reported a position in OTIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $969K in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Curi RMB Capital held 10,115 shares of Otis Worldwide worth $724K as of Q2 2026.
  • Curi RMB Capital bought 3,619 Otis Worldwide shares in Q2 2026, an estimated $270K.
  • Otis Worldwide made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #512 holding.
  • Curi RMB Capital first reported a position in Otis Worldwide in Q2 2025 and has held it in 5 quarters since.
  • Curi RMB Capital's Otis Worldwide position peaked at $969K in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.