Position in OTIS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,659,608
-$562,662 QoQ
Shares Held
21,531
-15.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Evercore Wealth Management, LLC holds $96,091,886 across 13 Specialty Industrial Machinery names. OTIS ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
386,149 | $75,426,483 | |
| 2 | ITW |
Illinois Tool Works Inc
|
21,442 | $5,581,138 | |
| 3 | EMR |
Emerson Electric Co
|
29,900 | $3,917,497 | |
| 4 | GEV |
GE Vernova Inc.
|
3,474 | $3,032,453 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,604 | $2,331,204 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
21,531 | $1,659,608 | |
| 7 | DOV |
DOVER Corp
|
6,574 | $1,370,350 | |
| 8 | ETN |
Eaton Corp plc
|
3,153 | $1,127,733 |
All Filings in OTIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,659,608 | 21,531 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,222,270 | 25,441 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,326,069 | 25,441 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,684,728 | 27,113 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,793,004 | 27,064 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,543,810 | 27,468 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,855,438 | 27,472 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,667,555 | 27,712 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,751,862 | 27,721 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,530,748 | 28,286 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,278,073 | 28,366 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $2,462,372 | 27,664 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $2,344,884 | 27,783 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,169,029 | 27,698 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,780,784 | 27,912 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,981,798 | 28,043 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,157,908 | 28,043 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $2,456,591 | 28,214 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,369,580 | 28,799 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,354,893 | 28,799 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,972,180 | 28,812 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,131,201 | 31,550 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,111,729 | 33,831 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,973,893 | 34,715 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||