GRAYBILL WEALTH MANAGEMENT, LTD.

Position in OTIS — Otis Worldwide Corp

CIK 1252007 ELMHURST, IL

Position in OTIS

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$4,375,977

-$308,020 QoQ

Shares Held

61,117

+0.6% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#274

of 1,211 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Industrials · as of Jun 30, 2026

GRAYBILL WEALTH MANAGEMENT, LTD. holds $13,881,405 across 4 Specialty Industrial Machinery names. OTIS ranks #2 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	6,540	$7,683,584
2	OTIS	Otis Worldwide Corp This page	61,117	$4,375,977
3	ITW	Illinois Tool Works Inc	3,619	$978,830
4	CMI	Cummins Inc	1,182	$843,014

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,375,977	61,117	+0.6%	Shares	Sole	2026-08-17
2026-03-31	$4,683,997	60,768	+3.1%	Shares	Sole	2026-05-13
2025-12-31	$5,149,369	58,951	+5.6%	Shares	Sole	2026-02-13
2025-09-30	$5,102,982	55,813	+1.5%	Shares	Sole	2025-11-24
2025-06-30	$5,447,189	55,011	+2.2%	Shares	Sole	2025-07-31
2025-03-31	$5,555,462	53,832	-0.1%	Shares	Sole	2025-05-02
2024-09-30	$5,601,222	53,889	-0.6%	Shares	Sole	2024-10-21
2024-06-30	$5,218,639	54,214	+1.3%	Shares	Sole	2024-07-22
2024-03-31	$5,313,327	53,524	+0.0%	Shares	Sole	2024-04-15
2023-12-31	$4,787,002	53,504	-1.8%	Shares	Sole	2024-02-08
2023-09-30	$4,376,975	54,501	+1.2%	Shares	Sole	2023-11-03
2023-06-30	$4,792,565	53,843	+1.8%	Shares	Sole	2023-07-21
2023-03-31	$4,462,818	52,877	-1.8%	Shares	Sole	2023-04-27
2022-12-31	$4,214,879	53,823	+0.4%	Shares	Sole	2023-01-23
2022-09-30	$3,420,126	53,607	-0.4%	Shares	Sole	2022-10-28
2022-06-30	$3,803,247	53,817	-2.5%	Shares	Sole	2022-07-29
2022-03-31	$4,247,640	55,200	+1.8%	Shares	Sole	2022-05-12
2021-12-31	$4,720,674	54,217	+1.1%	Shares	Sole	2022-01-28
2021-09-30	$4,413,992	53,646	-0.3%	Shares	Sole	2021-10-22
2021-06-30	$4,400,861	53,820	-0.5%	Shares	Sole	2021-07-27
2021-03-31	$3,703,555	54,106	+1.8%	Shares	Sole	2021-04-19
2020-12-31	$3,589,607	53,140	+0.0%	Shares	Sole	2021-01-20
2020-09-30	$3,315,750	53,120	+0.1%	Shares	Sole	2020-10-19
2020-06-30	$3,016,934	53,059	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.