Allworth Financial LP

Position in OTIS — Otis Worldwide Corp

CIK 1555170 FOLSOM, CA

Position in OTIS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,121,258

+$347,381 QoQ

Shares Held

43,593

+21.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#330

of 1,216 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

Allworth Financial LP holds $100,358,061 across 57 Specialty Industrial Machinery names. OTIS ranks #7 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	69,615	$29,664,343
2	CMI	Cummins Inc	30,969	$22,087,400
3	PH	Parker-Hannifin Corp	15,111	$14,780,371
4	GEV	GE Vernova Inc.	10,110	$11,877,834
5	EMR	Emerson Electric Co	24,557	$3,515,334
6	NDSN	Nordson Corp	11,475	$3,461,892
7	OTIS	Otis Worldwide Corp This page	43,593	$3,121,258
8	ROK	Rockwell Automation, Inc	5,199	$2,573,920

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,121,258	43,593	+21.1%	Shares	Sole	2026-08-11
2026-03-31	$2,773,877	35,987	+15.9%	Shares	Sole	2026-05-15
2025-12-31	$2,712,741	31,056	-1.4%	Shares	Sole	2026-02-05
2025-09-30	$2,880,593	31,506	-6.8%	Shares	Sole	2025-12-02
2025-06-30	$3,347,371	33,805	+4.5%	Shares	Sole	2025-08-07
2025-03-31	$3,339,345	32,358	+15.1%	Shares	Sole	2025-04-30
2024-12-31	$2,604,563	28,124	+529.2%	Shares	Sole	2025-01-30
2024-09-30	$464,611	4,470	+0.9%	Shares	Sole	2024-10-23
2024-06-30	$426,623	4,432	-0.6%	Shares	Sole	2024-07-24
2024-03-31	$442,644	4,459	+11.3%	Shares	Sole	2024-04-25
2023-12-31	$358,416	4,006	-2.6%	Shares	Sole	2024-01-24
2023-09-30	$330,234	4,112	+10.4%	Shares	Sole	2023-10-31
2023-06-30	$331,473	3,724	-2.8%	Shares	Sole	2023-07-18
2023-03-31	$323,336	3,831	+27.9%	Shares	Sole	2023-04-18
2022-12-31	$234,616	2,996	+34.3%	Shares	Sole	2023-01-13
2022-09-30	$142,337	2,231	-1.8%	Shares	Sole	2022-11-14
2022-06-30	$160,562	2,272	+7.3%	Shares	Sole	2022-07-13
2022-03-31	$162,903	2,117	+10.1%	Shares	Sole	2022-04-22
2021-12-31	$167,435	1,923	+9.4%	Shares	Sole	2022-01-21
2021-09-30	$144,565	1,757	+29.4%	Shares	Sole	2021-11-02
2021-06-30	$111,043	1,358	+3.4%	Shares	Sole	2021-08-02
2021-03-31	$89,874	1,313	+101.1%	Shares	Sole	2021-04-29
2020-12-31	$44,110	653	-2.1%	Shares	Sole	2021-01-26
2020-09-30	$41,634	667	-27.5%	Shares	Sole	2020-11-03
2020-06-30	$52,311	920	—	Shares	Sole	2020-07-24
No filing history on record for this holder in this stock.