Curio Wealth’s Otis Worldwide OTIS Stock Holding History

Curio Wealth’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	–	Sell	-3	Closed	-$231	–	820
2026 Q1	$231	Buy	+3	New	+$262	﹤0.01%	721

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Curio Wealth's OTIS Position: Q2 2026 in Review

Curio Wealth sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 3 shares — an estimated $231 sold.

Curio Wealth first reported a position in OTIS in Q1 2026 and held it in 1 quarter. The position peaked at $231 in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Curio Wealth reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 3 Otis Worldwide shares in Q2 2026, an estimated $231.
Curio Wealth first reported a position in Otis Worldwide in Q1 2026 and held it in 1 quarter.
Curio Wealth's Otis Worldwide position peaked at $231 in Q1 2026.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.