WINDWARD CAPITAL MANAGEMENT CO /CA

Position in OTIS — Otis Worldwide Corp

CIK 1078635 Los Angeles, CA

Position in OTIS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,233,244

-$409,397 QoQ

Shares Held

73,090

-0.2% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#248

of 1,211 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 33% Shared 0% None 66%

Industrials · as of Jun 30, 2026

WINDWARD CAPITAL MANAGEMENT CO /CA holds $54,111,678 across 4 Specialty Industrial Machinery names. OTIS ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	52,083	$37,146,116
2	ETN	Eaton Corp plc	16,197	$6,901,865
3	OTIS	Otis Worldwide Corp This page	73,090	$5,233,244
4	EMR	Emerson Electric Co	33,744	$4,830,453

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,233,244	73,090	-0.2%	Shares	Sole	2026-08-07
2026-03-31	$5,642,641	73,205	-0.3%	Shares	Sole	2026-05-13
2025-12-31	$6,414,459	73,434	-3.7%	Shares	Sole	2026-01-28
2025-09-30	$6,974,828	76,286	-0.5%	Shares	Sole	2025-10-30
2025-06-30	$7,593,447	76,686	-0.8%	Shares	Sole	2025-08-12
2025-03-31	$7,980,146	77,327	-1.4%	Shares	Sole	2025-05-13
2024-12-31	$7,264,513	78,442	-0.9%	Shares	Sole	2025-01-27
2024-09-30	$8,224,044	79,123	+0.4%	Shares	Sole	2024-11-01
2024-06-30	$7,585,961	78,807	-2.0%	Shares	Defined	2024-08-06
2024-03-31	$7,985,178	80,439	-1.2%	Shares	Defined	2024-09-20
2023-12-31	$7,282,946	81,401	-0.2%	Shares	Defined	2024-10-03
2023-09-30	$6,548,717	81,543	-0.9%	Shares	Sole	2024-10-03
2023-06-30	$7,325,522	82,300	-0.4%	Shares	Sole	2023-07-18
2023-03-31	$6,973,887	82,629	+12.0%	Shares	Sole	2023-04-24
2022-12-31	$5,776,536	73,765	-0.7%	Shares	Sole	2023-01-06
2022-09-30	$4,737,723	74,259	+0.2%	Shares	Sole	2022-10-14
2022-06-30	$5,236,151	74,093	+0.6%	Shares	Sole	2022-07-08
2022-03-31	$5,667,443	73,651	-0.4%	Shares	Sole	2022-04-20
2021-12-31	$6,437,258	73,932	+0.3%	Shares	Sole	2022-01-14
2021-09-30	$6,067,491	73,742	-0.0%	Shares	Sole	2021-10-12
2021-06-30	$6,030,291	73,747	-0.2%	Shares	Sole	2021-07-19
2021-03-31	$5,055,990	73,864	-0.3%	Shares	Sole	2021-04-15
2020-12-31	$5,002,684	74,059	-8.5%	Shares	Sole	2021-01-21
2020-09-30	$5,054,146	80,970	-0.7%	Shares	Sole	2020-10-13
2020-06-30	$4,634,146	81,501	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.