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Equibles

Evercore Wealth Management, LLC

Position in OTIS — Otis Worldwide Corp

CIK 1482689 New York, NY
Back to OTIS Full portfolio

Position in OTIS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,516,630
-$142,978 QoQ
Shares Held
21,182
-1.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#428
of 1,221 holders
Holding Since
Jun 2020
25 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 Jun 30, 2026

Evercore Wealth Management, LLC holds $131,054,065 across 12 Specialty Industrial Machinery names. OTIS ranks #6 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GNRC
Generac Holdings Inc.
 370,495 $108,484,639
2 ITW
Illinois Tool Works Inc
 20,072 $5,428,873
3 EMR
Emerson Electric Co
 29,880 $4,277,321
4 GEV
GE Vernova Inc.
 3,577 $4,202,473
5 PH
Parker-Hannifin Corp
 2,523 $2,467,796
6 OTIS
Otis Worldwide Corp
This page 		21,182 $1,516,630
7 DOV
DOVER Corp
 6,574 $1,474,416
8 ETN
Eaton Corp plc
 3,253 $1,386,168

All Filings in OTIS

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,516,630 21,182
2026-03-31 $1,659,608 21,531
2025-12-31 $2,222,270 25,441
2025-09-30 $2,326,069 25,441
2025-06-30 $2,684,728 27,113
2025-03-31 $2,793,004 27,064
2024-12-31 $2,543,810 27,468
2024-09-30 $2,855,438 27,472
2024-06-30 $2,667,555 27,712
2024-03-31 $2,751,862 27,721
2023-12-31 $2,530,748 28,286
2023-09-30 $2,278,073 28,366
2023-06-30 $2,462,372 27,664
2023-03-31 $2,344,884 27,783
2022-12-31 $2,169,029 27,698
2022-09-30 $1,780,784 27,912
2022-06-30 $1,981,798 28,043
2022-03-31 $2,157,908 28,043
2021-12-31 $2,456,591 28,214
2021-09-30 $2,369,580 28,799
2021-06-30 $2,354,893 28,799
2021-03-31 $1,972,180 28,812
2020-12-31 $2,131,201 31,550
2020-09-30 $2,111,729 33,831
2020-06-30 $1,973,893 34,715