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IRONWOOD INVESTMENT MANAGEMENT LLC

Position in OTIS — Otis Worldwide Corp

CIK 1127761 BOSTON, MA

Position in OTIS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$721,226
-$206,971 QoQ
Shares Held
10,073
-16.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#556
of 1,219 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in OTIS Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

IRONWOOD INVESTMENT MANAGEMENT LLC holds $7,022,880 across 7 Specialty Industrial Machinery names. OTIS ranks #4 (10.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 OTIS
Otis Worldwide Corp
This page
10,073 $721,226

All Filings in OTIS

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $721,226 10,073
2026-03-31 $928,197 12,042
2025-12-31 $1,101,570 12,611
2025-09-30 $1,149,000 12,567
2025-06-30 $1,248,543 12,609
2025-03-31 $1,287,007 12,471
2024-12-31 $1,157,902 12,503
2024-09-30 $1,289,271 12,404
2024-06-30 $1,192,468 12,388
2024-03-31 $1,240,577 12,497
2023-12-31 $1,087,776 12,158
2023-09-30 $953,761 11,876
2023-06-30 $1,110,577 12,477
2023-03-31 $1,114,333 13,203
2022-12-31 $1,050,215 13,411
2022-09-30 $841,011 13,182
2022-06-30 $943,939 13,357
2022-03-31 $1,019,587 13,250
2021-12-31 $1,242,837 14,274
2021-09-30 $1,166,072 14,172
2021-06-30 $1,157,863 14,160
2021-03-31 $936,532 13,682
2020-12-31 $889,093 13,162
2020-09-30 $809,462 12,968
2020-06-30 $721,951 12,697