Triangle Securities Wealth Management

Broker-Dealer

Position in OTIS — Otis Worldwide Corp

CIK 1541353 RALEIGH, NC

Position in OTIS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$342,677

-$481,462 QoQ

Shares Held

4,786

-55.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#717

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

Triangle Securities Wealth Management holds $8,007,173 across 6 Specialty Industrial Machinery names. OTIS ranks #6 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	20,490	$2,933,143
2	ROK	Rockwell Automation, Inc	4,652	$2,303,112
3	CMI	Cummins Inc	1,598	$1,139,709
4	GEV	GE Vernova Inc.	735	$863,522
5	DOV	DOVER Corp	1,895	$425,010
6	OTIS	Otis Worldwide Corp This page	4,786	$342,677

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$342,677	4,786	-55.2%	Shares	Sole	2026-07-14
2026-03-31	$824,139	10,692	-7.9%	Shares	Sole	2026-04-20
2025-12-31	$1,014,482	11,614	-9.7%	Shares	Sole	2026-01-13
2025-09-30	$1,176,429	12,867	+4.3%	Shares	Sole	2025-10-15
2025-06-30	$1,221,411	12,335	-6.7%	Shares	Sole	2025-07-10
2025-03-31	$1,363,994	13,217	-4.0%	Shares	Sole	2025-04-10
2024-12-31	$1,274,869	13,766	-4.4%	Shares	Sole	2025-01-15
2024-09-30	$1,497,359	14,406	-2.0%	Shares	Sole	2024-11-14
2024-06-30	$1,414,829	14,698	-0.5%	Shares	Sole	2024-07-10
2024-03-31	$1,467,012	14,778	-0.4%	Shares	Sole	2024-04-10
2023-12-31	$1,328,003	14,843	-0.3%	Shares	Sole	2024-01-10
2023-09-30	$1,195,253	14,883	-1.4%	Shares	Sole	2023-10-10
2023-06-30	$1,343,872	15,098	-4.0%	Shares	Sole	2023-07-13
2023-03-31	$1,327,865	15,733	-4.3%	Shares	Sole	2023-04-20
2022-12-31	$1,288,042	16,448	-4.2%	Shares	Sole	2023-01-11
2022-09-30	$1,095,956	17,178	-4.1%	Shares	Sole	2022-10-19
2022-06-30	$1,265,275	17,904	-1.1%	Shares	Sole	2022-07-11
2022-03-31	$1,393,410	18,108	-5.9%	Shares	Sole	2022-04-13
2021-12-31	$1,676,184	19,251	-0.1%	Shares	Sole	2022-01-14
2021-09-30	$1,584,877	19,262	-0.4%	Shares	Sole	2021-10-14
2021-06-30	$1,581,350	19,339	-0.2%	Shares	Sole	2021-07-12
2021-03-31	$1,326,492	19,379	-0.2%	Shares	Sole	2021-04-12
2020-12-31	$1,311,348	19,413	+0.8%	Shares	Sole	2021-01-11
2020-09-30	$1,202,396	19,263	+1.9%	Shares	Sole	2020-10-09
2020-06-30	$1,074,540	18,898	—	Shares	Sole	2020-07-08
No filing history on record for this holder in this stock.