Position in OTIS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$133,247
-$66,773 QoQ
Shares Held
1,861
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#870
of 1,191 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $10,122,871 across 27 Specialty Industrial Machinery names. OTIS ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
7,331 | $3,123,885 | |
| 2 | GEV |
GE Vernova Inc.
|
2,088 | $2,453,107 | |
| 3 | CMI |
Cummins Inc
|
2,318 | $1,653,220 | |
| 4 | RRX |
Regal Rexnord Corp
|
3,308 | $787,932 | |
| 5 | EMR |
Emerson Electric Co
|
4,826 | $690,841 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,182 | $319,695 | |
| 7 | ROK |
Rockwell Automation, Inc
|
346 | $171,297 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
1,861 | $133,247 |
All Filings in OTIS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,247 | 1,861 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $200,020 | 2,020 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $210,734 | 2,042 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $218,170 | 2,099 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $204,263 | 2,122 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $214,919 | 2,165 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $209,091 | 2,337 | Shares | Sole | 2024-01-31 | |
| 2023-06-30 | $229,200 | 2,575 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $218,596 | 2,590 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $208,304 | 2,660 | Shares | Sole | 2023-02-02 | |
| 2022-06-30 | $199,925 | 2,829 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $219,230 | 2,849 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $249,107 | 2,861 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $235,896 | 2,867 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $236,887 | 2,897 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $207,608 | 3,033 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $262,769 | 3,890 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $282,013 | 4,518 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $273,724 | 4,814 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||