Asset Dedication, LLC

Position in OTIS — Otis Worldwide Corp

CIK 1475896 SAN FRANCISCO, CA

Position in OTIS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$66,802

-$21,531 QoQ

Shares Held

933

-18.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#933

of 1,211 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Asset Dedication, LLC holds $5,735,988 across 20 Specialty Industrial Machinery names. OTIS ranks #8 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	4,825	$2,056,029
2	CMI	Cummins Inc	1,684	$1,201,045
3	ITW	Illinois Tool Works Inc	4,255	$1,150,849
4	PH	Parker-Hannifin Corp	702	$686,640
5	GEV	GE Vernova Inc.	177	$207,950
6	EMR	Emerson Electric Co	1,218	$174,356
7	ROK	Rockwell Automation, Inc	227	$112,383
8	OTIS	Otis Worldwide Corp This page	933	$66,802

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$66,802	933	-18.6%	Shares	Sole	2026-07-30
2026-03-31	$88,333	1,146	-23.8%	Shares	Sole	2026-05-29
2025-12-31	$131,287	1,503	-14.8%	Shares	Sole	2026-01-26
2025-09-30	$161,373	1,765	-19.2%	Shares	Sole	2025-11-20
2025-06-30	$216,259	2,184	+0.1%	Shares	Sole	2025-08-19
2025-03-31	$225,079	2,181	-3.8%	Shares	Sole	2025-05-01
2024-12-31	$210,039	2,268	-0.7%	Shares	Sole	2025-01-23
2024-09-30	$237,502	2,285	-2.0%	Shares	Sole	2024-10-15
2024-06-30	$224,478	2,332	-0.4%	Shares	Sole	2024-08-06
2024-03-31	$232,391	2,341	+0.0%	Shares	Sole	2024-04-16
2023-12-31	$209,359	2,340	-5.6%	Shares	Sole	2024-02-08
2023-09-30	$199,168	2,480	+4.0%	Shares	Sole	2023-11-13
2023-06-30	$212,288	2,385	-3.1%	Shares	Sole	2023-08-22
2023-03-31	$207,792	2,462	0.0%	Shares	Sole	2023-04-24
2022-12-31	$192,799	2,462	-0.7%	Shares	Sole	2023-01-19
2022-09-30	$158,160	2,479	-0.0%	Shares	Sole	2022-10-27
2022-06-30	$175,261	2,480	-2.4%	Shares	Sole	2022-07-19
2022-03-31	$195,529	2,541	-1.8%	Shares	Sole	2022-04-21
2021-12-31	$225,250	2,587	-6.6%	Shares	Sole	2022-01-21
2021-09-30	$227,997	2,771	+0.0%	Shares	Sole	2021-10-18
2021-06-30	$226,502	2,770	+22.6%	Shares	Sole	2021-07-21
2021-03-31	$154,697	2,260	-35.8%	Shares	Sole	2021-05-03
2020-12-31	$237,640	3,518	-12.6%	Shares	Sole	2021-01-28
2020-09-30	$251,302	4,026	-1.1%	Shares	Sole	2020-10-20
2020-06-30	$231,363	4,069	—	Shares	Sole	2020-08-24
No filing history on record for this holder in this stock.