Position in OTIS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$273,941
-$20,967 QoQ
Shares Held
3,826
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#781
of 1,211 holders
Holding Since
Mar 2022
18 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, 2026First Western Trust Bank holds $8,251,816 across 8 Specialty Industrial Machinery names. OTIS ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,222 | $2,610,538 | |
| 2 | EMR |
Emerson Electric Co
|
17,390 | $2,489,378 | |
| 3 | ETN |
Eaton Corp plc
|
2,727 | $1,162,028 | |
| 4 | PH |
Parker-Hannifin Corp
|
791 | $773,692 | |
| 5 | NDSN |
Nordson Corp
|
1,161 | $350,262 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,187 | $321,047 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
3,826 | $273,941 | |
| 8 | DOV |
DOVER Corp
|
1,208 | $270,930 |
All Filings in OTIS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,941 | 3,826 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $294,908 | 3,826 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $334,201 | 3,826 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $451,847 | 4,942 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $490,941 | 4,958 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $511,665 | 4,958 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $458,419 | 4,950 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $391,853 | 3,770 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $363,381 | 3,775 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $387,153 | 3,900 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $352,243 | 3,937 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $328,226 | 4,087 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $379,093 | 4,259 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $359,628 | 4,261 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $333,287 | 4,256 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $270,703 | 4,243 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $299,852 | 4,243 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $326,575 | 4,244 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||