Position in OTIS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$322,579
-$98,360 QoQ
Shares Held
4,185
-13.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $46,865,549 across 11 Specialty Industrial Machinery names. OTIS ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
66,373 | $23,739,630 | |
| 2 | XYL |
Xylem Inc.
|
80,251 | $9,589,994 | |
| 3 | EMR |
Emerson Electric Co
|
40,108 | $5,254,950 | |
| 4 | PH |
Parker-Hannifin Corp
|
4,632 | $4,146,751 | |
| 5 | GEV |
GE Vernova Inc.
|
1,807 | $1,577,330 | |
| 6 | ITW |
Illinois Tool Works Inc
|
4,004 | $1,042,201 | |
| 7 | KAI |
Kadant Inc
|
1,549 | $452,850 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
4,185 | $322,579 |
All Filings in OTIS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $322,579 | 4,185 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $420,939 | 4,819 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $428,440 | 4,686 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $440,837 | 4,452 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $448,920 | 4,350 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $407,947 | 4,405 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $463,988 | 4,464 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $427,105 | 4,437 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $440,957 | 4,442 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $399,304 | 4,463 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $345,895 | 4,307 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $397,429 | 4,465 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $418,455 | 4,958 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $387,086 | 4,943 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $309,940 | 4,858 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $345,081 | 4,883 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $376,593 | 4,894 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $486,198 | 5,584 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $448,671 | 5,487 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $373,257 | 5,453 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $400,166 | 5,924 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $368,278 | 5,900 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $314,890 | 5,538 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||