Forvis Mazars Wealth Advisors, LLC
Position in OTIS — Otis Worldwide Corp
CIK 1352864
Springfield, MO
Position in OTIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$577,812
-$173,409 QoQ
Shares Held
8,070
-17.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#599
of 1,211 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $15,617,764 across 8 Specialty Industrial Machinery names. OTIS ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
9,586 | $6,836,831 | |
| 2 | GEV |
GE Vernova Inc.
|
3,448 | $4,050,917 | |
| 3 | EMR |
Emerson Electric Co
|
11,977 | $1,714,507 | |
| 4 | ETN |
Eaton Corp plc
|
1,887 | $804,088 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,725 | $737,030 | |
| 6 | WTS |
Watts Water Technologies Inc
|
1,490 | $583,260 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
8,070 | $577,812 | |
| 8 | DOV |
DOVER Corp
|
1,397 | $313,319 |
All Filings in OTIS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,812 | 8,070 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $751,221 | 9,746 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $858,999 | 9,834 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $899,122 | 9,834 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,353,999 | 13,674 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,415,904 | 13,720 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,175,869 | 12,697 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,520,850 | 14,632 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,523,410 | 15,826 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,789,441 | 18,026 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $827,329 | 9,247 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $766,318 | 9,542 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $938,610 | 10,545 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $548,346 | 6,497 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $555,139 | 7,089 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $452,278 | 7,089 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $515,537 | 7,295 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $368,205 | 4,785 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $420,809 | 4,833 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $426,786 | 5,187 | Shares | Sole | 2021-10-14 | |
| 2020-09-30 | $225,960 | 3,620 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $285,607 | 5,023 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||