Hartford Financial Management Inc.
Position in OTIS — Otis Worldwide Corp
CIK 1352526
WEST HARTFORD, CT
Position in OTIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$392,153
-$30,014 QoQ
Shares Held
5,477
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#690
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, 2026Hartford Financial Management Inc. holds $2,737,402 across 5 Specialty Industrial Machinery names. OTIS ranks #3 (14.3% of the industry book) .
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,153 | 5,477 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $422,167 | 5,477 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $498,855 | 5,711 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $531,665 | 5,815 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $627,192 | 6,334 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,228,286 | 11,902 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,110,949 | 11,996 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,298,834 | 12,496 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,212,394 | 12,595 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,282,369 | 12,918 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,193,350 | 13,338 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,131,326 | 14,087 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,276,759 | 14,344 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,727,921 | 20,473 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,667,924 | 21,299 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,439,200 | 22,558 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,662,299 | 23,522 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,823,638 | 23,699 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,078,186 | 23,868 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,976,283 | 24,019 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,021,926 | 24,727 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,677,504 | 24,507 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,615,525 | 23,916 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,516,306 | 24,292 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,333,480 | 23,452 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||