Jackson, Grant Investment Advisers, Inc.
Position in OTIS — Otis Worldwide Corp
CIK 1650300
STAMFORD, CT
Position in OTIS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$24,988
-$10,931 QoQ
Shares Held
349
-25.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,019
of 1,211 holders
Holding Since
Jun 2020
25 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, 2026Jackson, Grant Investment Advisers, Inc. holds $2,277,224 across 10 Specialty Industrial Machinery names. OTIS ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
11,412 | $1,633,627 | |
| 2 | ITW |
Illinois Tool Works Inc
|
855 | $231,251 | |
| 3 | ETN |
Eaton Corp plc
|
435 | $185,362 | |
| 4 | GEV |
GE Vernova Inc.
|
96 | $112,786 | |
| 5 | DOV |
DOVER Corp
|
173 | $38,800 | |
| 6 | IR |
Ingersoll Rand Inc.
|
306 | $25,088 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
349 | $24,988 | |
| 8 | CMI |
Cummins Inc
|
17 | $12,124 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,988 | 349 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $35,919 | 466 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $40,530 | 464 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $46,263 | 506 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $49,906 | 504 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $51,806 | 502 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $46,305 | 500 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $51,762 | 498 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $47,744 | 496 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $60,554 | 610 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $54,308 | 607 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $48,587 | 605 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $53,673 | 603 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $50,640 | 600 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $46,829 | 598 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $38,024 | 596 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $41,977 | 594 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $45,477 | 591 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $51,284 | 589 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $48,380 | 588 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $47,917 | 586 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $39,974 | 584 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $50,865 | 753 | Shares | Sole | 2021-03-03 | |
| 2020-09-30 | $43,756 | 701 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $48,615 | 855 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||