Position in OTIS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,847,351
-$309,039 QoQ
Shares Held
25,801
-7.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#397
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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $8,341,907 across 9 Specialty Industrial Machinery names. OTIS ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,615 | $1,897,398 | |
| 2 | OTIS |
Otis Worldwide Corp
This page
|
25,801 | $1,847,351 | |
| 3 | GGG |
Graco Inc
|
16,953 | $1,281,816 | |
| 4 | 4,656 | $972,824 | |||
| 5 | KAI |
Kadant Inc
|
2,353 | $739,383 | |
| 6 | GRC |
Gorman Rupp Co
|
5,898 | $541,082 | |
| 7 | ETN |
Eaton Corp plc
|
1,205 | $513,474 | |
| 8 | IEX |
Idex Corp /De/
|
1,229 | $278,921 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,847,351 | 25,801 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,156,390 | 27,976 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,862,896 | 32,775 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,179,478 | 34,775 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,561,161 | 56,162 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $5,795,918 | 56,162 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,219,684 | 56,362 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,858,266 | 56,362 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,425,406 | 56,362 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,960,865 | 60,047 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,103,995 | 57,047 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,581,444 | 57,047 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $5,009,660 | 56,282 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,750,200 | 56,282 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $4,410,810 | 56,325 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $3,657,526 | 57,328 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,051,369 | 57,328 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $4,334,439 | 56,328 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,991,548 | 57,328 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,716,947 | 57,328 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $4,687,710 | 57,328 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,934,779 | 57,484 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,869,466 | 57,283 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,559,001 | 57,017 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,640,123 | 46,432 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||