Position in OTIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$696,739
-$73,983 QoQ
Shares Held
9,731
-2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#564
of 1,211 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $105,789,553 across 7 Specialty Industrial Machinery names. OTIS ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
60,035 | $42,817,562 | |
| 2 | PH |
Parker-Hannifin Corp
|
27,778 | $27,170,217 | |
| 3 | EMR |
Emerson Electric Co
|
113,935 | $16,309,794 | |
| 4 | ITW |
Illinois Tool Works Inc
|
40,057 | $10,834,216 | |
| 5 | ETN |
Eaton Corp plc
|
18,104 | $7,714,476 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
9,731 | $696,739 | |
| 7 | ROK |
Rockwell Automation, Inc
|
498 | $246,549 |
All Filings in OTIS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,739 | 9,731 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $770,722 | 9,999 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $862,318 | 9,872 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $920,059 | 10,063 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $1,006,339 | 10,163 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,048,820 | 10,163 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,062,143 | 11,469 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $1,152,070 | 11,084 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $1,067,041 | 11,085 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,127,210 | 11,355 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $1,024,878 | 11,455 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||