Circle Wealth Management, LLC

Position in OTIS — Otis Worldwide Corp

CIK 1578242 SUMMIT, NJ

Position in OTIS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,352,131

-$215,018 QoQ

Shares Held

32,851

-1.4% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#369

of 1,216 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Circle Wealth Management, LLC holds $7,853,245 across 6 Specialty Industrial Machinery names. OTIS ranks #1 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp This page	32,851	$2,352,131
2	ITW	Illinois Tool Works Inc	7,541	$2,039,614
3	ROK	Rockwell Automation, Inc	2,662	$1,317,902
4	XYL	Xylem Inc.	8,393	$992,136
5	ETN	Eaton Corp plc	1,389	$591,880
6	SYM	Symbotic Inc.	12,449	$559,582

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,352,131	32,851	-1.4%	Shares	Sole	2026-08-12
2026-03-31	$2,567,149	33,305	+1.4%	Shares	Sole	2026-05-12
2025-12-31	$2,869,534	32,851	0.0%	Shares	Sole	2026-02-13
2025-09-30	$3,003,566	32,851	+1.0%	Shares	Sole	2025-11-14
2025-06-30	$3,219,140	32,510	0.0%	Shares	Sole	2025-08-14
2025-03-31	$3,355,032	32,510	0.0%	Shares	Sole	2025-05-14
2024-12-31	$3,010,751	32,510	0.0%	Shares	Sole	2025-02-14
2024-09-30	$3,379,089	32,510	0.0%	Shares	Sole	2024-11-14
2024-06-30	$3,129,412	32,510	-0.9%	Shares	Sole	2024-08-13
2024-03-31	$3,256,651	32,806	0.0%	Shares	Sole	2024-05-14
2023-12-31	$2,935,152	32,806	-0.0%	Shares	Sole	2024-02-15
2023-09-30	$2,635,693	32,819	—	Shares	Sole	2023-11-15
No filing history on record for this holder in this stock.