Position in OTIS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$18,803,019
-$3,987,532 QoQ
Shares Held
262,612
-11.2% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#135
of 1,211 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, 2026DAVIDSON INVESTMENT ADVISORS holds $67,539,005 across 3 Specialty Industrial Machinery names. OTIS ranks #2 (27.8% of the industry book) .
All Filings in OTIS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,803,019 | 262,612 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $22,790,551 | 295,674 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $25,206,414 | 288,568 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $26,324,342 | 287,918 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $17,740,324 | 179,159 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $18,273,211 | 177,066 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $16,071,539 | 173,540 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $17,745,884 | 170,732 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,738,317 | 163,498 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $21,681,461 | 218,409 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $18,949,209 | 211,794 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $16,688,739 | 207,804 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $18,180,648 | 204,254 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $17,220,216 | 204,031 | Shares | Sole | 2023-08-23 | |
| 2022-12-31 | $14,414,913 | 184,075 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $11,650,454 | 182,609 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $12,452,195 | 176,202 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $13,519,653 | 175,694 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $15,075,996 | 173,148 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $14,260,687 | 173,319 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $13,672,679 | 167,209 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $11,503,364 | 168,055 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $10,847,854 | 160,590 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $8,270,587 | 132,499 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $7,596,837 | 133,606 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||