BRADLEY FOSTER & SARGENT INC/CT

Position in OTIS — Otis Worldwide Corp

CIK 1015086 HARTFORD, CT

Position in OTIS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,027,892

-$477,860 QoQ

Shares Held

42,289

-7.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#336

of 1,219 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Industrials · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $132,392,567 across 15 Specialty Industrial Machinery names. OTIS ranks #6 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CR	Crane Co	233,319	$52,046,469
2	GEV	GE Vernova Inc.	21,644	$25,428,669
3	ETN	Eaton Corp plc	47,842	$20,386,433
4	PH	Parker-Hannifin Corp	18,597	$18,190,097
5	EMR	Emerson Electric Co	32,230	$4,613,724
6	OTIS	Otis Worldwide Corp This page	42,289	$3,027,892
7	CMI	Cummins Inc	2,894	$2,064,029
8	ITW	Illinois Tool Works Inc	7,596	$2,054,490

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,027,892	42,289	-7.0%	Shares	Sole	2026-08-14
2026-03-31	$3,505,752	45,482	-4.6%	Shares	Sole	2026-05-15
2025-12-31	$4,164,061	47,671	-5.5%	Shares	Sole	2026-02-12
2025-09-30	$4,610,997	50,432	-5.3%	Shares	Sole	2025-11-10
2025-06-30	$5,270,834	53,230	-16.2%	Shares	Sole	2025-08-11
2025-03-31	$6,553,819	63,506	-1.8%	Shares	Sole	2025-05-13
2024-12-31	$5,986,588	64,643	-1.0%	Shares	Sole	2025-02-03
2024-09-30	$6,784,059	65,269	-1.4%	Shares	Sole	2024-11-04
2024-06-30	$6,374,433	66,221	-1.6%	Shares	Sole	2024-08-09
2024-03-31	$6,682,856	67,320	-4.7%	Shares	Sole	2024-05-15
2023-12-31	$6,317,208	70,607	-6.5%	Shares	Sole	2024-02-14
2023-09-30	$6,066,938	75,544	0.0%	Shares	Sole	2023-11-13
2023-06-30	$6,724,171	75,544	-4.4%	Shares	Sole	2023-08-08
2023-03-31	$6,666,249	78,984	-1.3%	Shares	Sole	2023-05-08
2022-12-31	$6,265,896	80,014	-5.4%	Shares	Sole	2023-02-14
2022-09-30	$5,396,842	84,590	-5.6%	Shares	Sole	2022-11-14
2022-06-30	$6,334,010	89,628	-15.3%	Shares	Sole	2022-08-11
2022-03-31	$8,146,003	105,861	-9.2%	Shares	Sole	2022-05-16
2021-12-31	$10,152,710	116,604	+1.1%	Shares	Sole	2022-03-11
2021-09-30	$9,486,472	115,295	+4.5%	Shares	Sole	2021-11-10
2021-06-30	$9,019,067	110,298	-0.7%	Shares	Sole	2021-08-19
2021-03-31	$7,601,509	111,052	-9.4%	Shares	Sole	2021-04-26
2020-12-31	$8,279,468	122,568	-4.4%	Shares	Sole	2021-02-11
2020-09-30	$8,003,367	128,218	—	Shares	Sole	2020-10-26
No filing history on record for this holder in this stock.