Position in OTIS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,362
-$181 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,145
of 1,209 holders
Holding Since
Mar 2025
6 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, 2026Westend Capital Management, LLC holds $13,389,672 across 7 Specialty Industrial Machinery names. OTIS ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
26,786 | $13,261,212 | |
| 2 | ETN |
Eaton Corp plc
|
166 | $70,735 | |
| 3 | GEV |
GE Vernova Inc.
|
36 | $42,294 | |
| 4 | DOV |
DOVER Corp
|
22 | $4,934 | |
| 5 | PH |
Parker-Hannifin Corp
|
5 | $4,890 | |
| 6 | ITW |
Illinois Tool Works Inc
|
12 | $3,245 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
33 | $2,362 |
All Filings in OTIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,362 | 33 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,543 | 33 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,882 | 33 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,017 | 33 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,267 | 33 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,405 | 33 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||