Position in OTIS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$711,910
-$119,137 QoQ
Shares Held
9,236
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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 Mar 31, 2026IMA Advisory Services, Inc. holds $3,877,865 across 15 Specialty Industrial Machinery names. OTIS ranks #3 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
6,154 | $1,601,824 | |
| 2 | GNRC |
Generac Holdings Inc.
|
7,209 | $1,408,133 | |
| 3 | OTIS |
Otis Worldwide Corp
This page
|
9,236 | $711,910 | |
| 4 | GEV |
GE Vernova Inc.
|
59 | $51,501 | |
| 5 | ROK |
Rockwell Automation, Inc
|
125 | $44,860 | |
| 6 | ETN |
Eaton Corp plc
|
103 | $36,840 | |
| 7 | CMI |
Cummins Inc
|
20 | $10,760 | |
| 8 | DOV |
DOVER Corp
|
31 | $6,461 |
All Filings in OTIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $711,910 | 9,236 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $831,047 | 9,514 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $868,859 | 9,503 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $848,601 | 8,570 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $897,530 | 8,697 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $873,590 | 9,433 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $994,705 | 9,570 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $905,421 | 9,406 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $945,646 | 9,526 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $878,148 | 9,815 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $867,508 | 10,802 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $990,592 | 11,129 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $926,121 | 10,973 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $861,566 | 11,002 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $665,625 | 10,433 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $746,557 | 10,564 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $800,126 | 10,398 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $916,237 | 10,523 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $881,218 | 10,710 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $884,587 | 10,818 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $746,857 | 10,911 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $663,948 | 9,829 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $670,952 | 10,749 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $613,348 | 10,787 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||