Modera Wealth Management, LLC

Position in OTIS — Otis Worldwide Corp

CIK 1542143 WESTWOOD, NJ

Position in OTIS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,335,666

-$773,658 QoQ

Shares Held

60,554

-8.6% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#280

of 1,216 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Modera Wealth Management, LLC holds $60,920,786 across 11 Specialty Industrial Machinery names. OTIS ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	190,231	$27,231,567
2	DOV	DOVER Corp	87,646	$19,657,244
3	OTIS	Otis Worldwide Corp This page	60,554	$4,335,666
4	GEV	GE Vernova Inc.	2,279	$2,677,505
5	ETN	Eaton Corp plc	4,099	$1,746,665
6	ITW	Illinois Tool Works Inc	6,274	$1,696,928
7	CMI	Cummins Inc	2,142	$1,527,695
8	ROK	Rockwell Automation, Inc	1,303	$645,089

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,335,666	60,554	-8.6%	Shares	Sole	2026-08-03
2026-03-31	$5,109,324	66,286	+1.0%	Shares	Sole	2026-05-06
2025-12-31	$5,735,051	65,656	-5.8%	Shares	Sole	2026-01-21
2025-09-30	$6,373,585	69,710	-1.1%	Shares	Sole	2025-10-31
2025-06-30	$6,979,622	70,487	+7.3%	Shares	Sole	2025-08-06
2025-03-31	$6,776,421	65,663	+8.4%	Shares	Sole	2025-05-08
2024-12-31	$5,607,905	60,554	+30.3%	Shares	Sole	2025-02-06
2024-09-30	$4,832,170	46,490	+386.6%	Shares	Sole	2024-10-24
2024-06-30	$919,764	9,555	+3.6%	Shares	Sole	2024-07-29
2024-03-31	$915,368	9,221	-1.4%	Shares	Sole	2024-05-14
2023-12-31	$836,544	9,350	+0.2%	Shares	Sole	2024-02-14
2023-09-30	$749,452	9,332	+20.1%	Shares	Sole	2023-11-30
2023-06-30	$691,429	7,768	+157.1%	Shares	Sole	2023-08-07
2021-12-31	$263,038	3,021	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.