Position in OTIS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,031,836
-$688,650 QoQ
Shares Held
98,210
-1.9% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#214
of 1,211 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $23,821,719 across 7 Specialty Industrial Machinery names. OTIS ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOV |
DOVER Corp
|
34,005 | $7,626,641 | |
| 2 | OTIS |
Otis Worldwide Corp
This page
|
98,210 | $7,031,836 | |
| 3 | ITW |
Illinois Tool Works Inc
|
23,696 | $6,409,057 | |
| 4 | EMR |
Emerson Electric Co
|
12,700 | $1,818,005 | |
| 5 | GEV |
GE Vernova Inc.
|
379 | $445,271 | |
| 6 | ETN |
Eaton Corp plc
|
588 | $250,558 | |
| 7 | CMI |
Cummins Inc
|
337 | $240,351 |
All Filings in OTIS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,031,836 | 98,210 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $7,720,486 | 100,162 | Shares | Defined | 2026-04-14 | |
| 2025-12-31 | $9,468,739 | 108,400 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $10,512,437 | 114,978 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $11,616,233 | 117,312 | Shares | Sole | 2025-07-24 | |
| 2024-09-30 | $86,685 | 834 | Shares | Other | 2024-10-16 | |
| 2024-06-30 | $55,349 | 575 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $81,897 | 825 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $89,469 | 1,000 | Shares | Other | 2024-01-08 | |
| 2023-09-30 | $80,309 | 1,000 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $118,382 | 1,330 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $112,252 | 1,330 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $104,151 | 1,330 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $15,950 | 250 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $17,667 | 250 | Shares | Other | 2022-07-18 | |
| 2022-03-31 | $25,393 | 330 | Shares | Other | 2022-04-13 | |
| 2021-12-31 | $31,083 | 357 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $29,373 | 357 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $29,191 | 357 | Shares | Other | 2021-07-30 | |
| 2021-03-31 | $24,436 | 357 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $23,642 | 350 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $21,847 | 350 | Shares | Other | 2020-10-16 | |
| 2020-06-30 | $129,583 | 2,279 | Shares | Other | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||