Position in OTIS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$19,690
-$1,507 QoQ
Shares Held
275
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,030
of 1,211 holders
Holding Since
Dec 2023
11 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, 2026FIRST UNITED BANK & TRUST holds $3,718,185 across 9 Specialty Industrial Machinery names. OTIS ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,413 | $1,660,077 | |
| 2 | ITW |
Illinois Tool Works Inc
|
5,604 | $1,515,713 | |
| 3 | ETN |
Eaton Corp plc
|
732 | $311,919 | |
| 4 | EMR |
Emerson Electric Co
|
467 | $66,851 | |
| 5 | ROK |
Rockwell Automation, Inc
|
113 | $55,944 | |
| 6 | PH |
Parker-Hannifin Corp
|
56 | $54,774 | |
| 7 | CMI |
Cummins Inc
|
30 | $21,396 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
275 | $19,690 |
All Filings in OTIS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,690 | 275 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $21,197 | 275 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $24,021 | 275 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $25,143 | 275 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $27,230 | 275 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $28,380 | 275 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $27,783 | 300 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $33,780 | 325 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $72,868 | 757 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $75,146 | 757 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $67,728 | 757 | Shares | Defined | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||