Position in OTIS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,773,877
+$61,136 QoQ
Shares Held
35,987
+15.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.9725734292939117.ToString("F0")%
Shared 0.ToString("F0")%
None 99.02742657070608.ToString("F0")%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Allworth Financial LP holds $98,220,679 across 58 Specialty Industrial Machinery names. OTIS ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
96,429 | $34,489,760 | |
| 2 | CMI |
Cummins Inc
|
31,785 | $17,100,965 | |
| 3 | GEV |
GE Vernova Inc.
|
16,338 | $14,261,440 | |
| 4 | PH |
Parker-Hannifin Corp
|
13,513 | $12,097,378 | |
| 5 | EMR |
Emerson Electric Co
|
27,061 | $3,545,532 | |
| 6 | NDSN |
Nordson Corp
|
11,378 | $3,027,230 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
35,987 | $2,773,877 | |
| 8 | ITW |
Illinois Tool Works Inc
|
7,559 | $1,967,532 |
All Filings in OTIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,773,877 | 35,987 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,712,741 | 31,056 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,880,593 | 31,506 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $3,347,371 | 33,805 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,339,345 | 32,358 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,604,563 | 28,124 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $464,611 | 4,470 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $426,623 | 4,432 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $442,644 | 4,459 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $358,416 | 4,006 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $330,234 | 4,112 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $331,473 | 3,724 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $323,336 | 3,831 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $234,616 | 2,996 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $142,337 | 2,231 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $160,562 | 2,272 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $162,903 | 2,117 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $167,435 | 1,923 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $144,565 | 1,757 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $111,043 | 1,358 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $89,874 | 1,313 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $44,110 | 653 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $41,634 | 667 | 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. | ||||||