ENVESTNET ASSET MANAGEMENT INC

Position in OTIS — Otis Worldwide Corp

CIK 1407543 Berwyn, PA

Position in OTIS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$45,432,920

+$9,672,579 QoQ

Shares Held

634,538

+36.8% QoQ

Ownership

0.167%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#89

of 1,216 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $3,716,861,267 across 47 Specialty Industrial Machinery names. OTIS ranks #12 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	732,845	$716,810,351
2	ETN	Eaton Corp plc	1,509,735	$643,328,278
3	GEV	GE Vernova Inc.	487,847	$573,151,926
4	CMI	Cummins Inc	482,942	$344,439,063
5	EMR	Emerson Electric Co	1,737,140	$248,671,591
6	GNRC	Generac Holdings Inc.	480,206	$140,609,118
7	AME	Ametek Inc/	507,903	$122,882,051
8	ITW	Illinois Tool Works Inc	416,213	$112,573,130

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,432,920	634,538	+36.8%	Shares	Sole	2026-08-03
2026-03-31	$35,760,341	463,938	+11.8%	Shares	Sole	2026-05-04
2025-12-31	$36,257,500	415,083	-7.0%	Shares	Sole	2026-02-10
2025-09-30	$40,790,397	446,138	+9.9%	Shares	Sole	2025-11-05
2025-06-30	$40,187,167	405,849	-15.7%	Shares	Sole	2025-08-01
2025-03-31	$49,656,228	481,165	-13.8%	Shares	Sole	2025-04-29
2024-12-31	$51,684,344	558,086	+2.3%	Shares	Sole	2025-02-13
2024-09-30	$56,727,957	545,776	+7.6%	Shares	Sole	2024-11-07
2024-06-30	$48,811,232	507,077	+0.2%	Shares	Sole	2024-08-08
2024-03-31	$50,233,796	506,032	-1.8%	Shares	Sole	2024-05-13
2023-12-31	$46,120,353	515,484	+6.5%	Shares	Sole	2024-02-13
2023-09-30	$38,855,584	483,820	+28.9%	Shares	Sole	2023-11-13
2023-06-30	$33,400,290	375,242	+13.5%	Shares	Sole	2023-08-04
2023-03-31	$27,898,082	330,546	+10.2%	Shares	Sole	2023-05-11
2022-12-31	$23,497,150	300,053	+8.6%	Shares	Sole	2023-02-07
2022-09-30	$17,631,831	276,361	+1.8%	Shares	Sole	2022-11-10
2022-06-30	$19,190,085	271,545	+5.7%	Shares	Sole	2022-08-03
2022-03-31	$19,765,377	256,860	+6.5%	Shares	Sole	2022-05-04
2021-12-31	$21,006,595	241,261	+17.9%	Shares	Sole	2022-02-04
2021-09-30	$16,836,545	204,625	+7.0%	Shares	Sole	2021-10-07
2021-06-30	$15,631,234	191,161	+3.2%	Shares	Sole	2021-08-04
2021-03-31	$12,684,674	185,313	+23.5%	Shares	Sole	2021-05-04
2020-12-31	$10,132,635	150,002	-8.9%	Shares	Sole	2021-02-02
2020-09-30	$10,282,009	164,723	+19.9%	Shares	Sole	2020-10-09
2020-06-30	$7,808,754	137,333	—	Shares	Sole	2020-07-08
No filing history on record for this holder in this stock.