Position in OTIS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$704,902
+$283,737 QoQ
Shares Held
9,845
+80.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#561
of 1,211 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NorthRock Partners, LLC holds $12,395,956 across 12 Specialty Industrial Machinery names. OTIS ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,854 | $3,353,050 | |
| 2 | EMR |
Emerson Electric Co
|
15,487 | $2,216,964 | |
| 3 | ITW |
Illinois Tool Works Inc
|
8,180 | $2,212,444 | |
| 4 | ITT |
Itt Inc.
|
4,719 | $933,229 | |
| 5 | ETN |
Eaton Corp plc
|
1,726 | $735,483 | |
| 6 | OTIS |
Otis Worldwide Corp
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|
9,845 | $704,902 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,228 | $607,958 | |
| 8 | GGG |
Graco Inc
|
7,484 | $565,865 |
All Filings in OTIS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,902 | 9,845 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $421,165 | 5,464 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $363,550 | 4,162 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $960,746 | 10,508 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $848,997 | 8,574 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $694,742 | 6,732 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $583,350 | 6,299 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $672,595 | 6,471 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $638,011 | 6,628 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $644,163 | 6,489 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $503,626 | 5,629 | Shares | Sole | 2025-04-22 | |
| 2021-12-31 | $324,945 | 3,732 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $285,593 | 3,471 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $253,078 | 3,095 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $203,433 | 2,972 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $227,981 | 3,375 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $213,476 | 3,420 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $209,017 | 3,676 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||