Position in OTIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$236,494
-$33,517 QoQ
Shares Held
3,303
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#821
of 1,211 holders
Holding Since
Jun 2020
25 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 Jun 30, 2026Fiduciary Group, LLC holds $13,479,243 across 7 Specialty Industrial Machinery names. OTIS ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
8,250 | $3,515,490 | |
| 2 | CMI |
Cummins Inc
|
4,748 | $3,386,321 | |
| 3 | ITW |
Illinois Tool Works Inc
|
11,266 | $3,047,115 | |
| 4 | GEV |
GE Vernova Inc.
|
1,586 | $1,863,327 | |
| 5 | EMR |
Emerson Electric Co
|
8,580 | $1,228,227 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
3,303 | $236,494 | |
| 7 | IR |
Ingersoll Rand Inc.
|
2,467 | $202,269 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,494 | 3,303 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $270,011 | 3,503 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $326,514 | 3,738 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $341,765 | 3,738 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $384,791 | 3,886 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $421,675 | 4,086 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $378,404 | 4,086 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $424,698 | 4,086 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $393,318 | 4,086 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $405,617 | 4,086 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $354,390 | 3,961 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $329,110 | 4,098 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $364,762 | 4,098 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $369,925 | 4,383 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $338,534 | 4,323 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $275,807 | 4,323 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $322,325 | 4,561 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $357,201 | 4,642 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $447,104 | 5,135 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $440,527 | 5,354 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $440,903 | 5,392 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $369,082 | 5,392 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $431,644 | 6,390 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $509,721 | 8,166 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,022,342 | 17,980 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||