Connecticut Wealth Management, LLC
Position in OTIS — Otis Worldwide Corp
CIK 1689829
FARMINGTON, CT
Position in OTIS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,777,799
-$746,056 QoQ
Shares Held
94,662
-3.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#220
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, 2026Connecticut Wealth Management, LLC holds $18,299,264 across 11 Specialty Industrial Machinery names. OTIS ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTIS |
Otis Worldwide Corp
This page
|
94,662 | $6,777,799 | |
| 2 | GEV |
GE Vernova Inc.
|
1,979 | $2,325,047 | |
| 3 | CMI |
Cummins Inc
|
2,814 | $2,006,972 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,516 | $1,740,701 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,365 | $1,335,133 | |
| 6 | ITW |
Illinois Tool Works Inc
|
3,898 | $1,054,292 | |
| 7 | AME |
Ametek Inc/
|
4,119 | $996,550 | |
| 8 | EMR |
Emerson Electric Co
|
4,728 | $676,813 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,777,799 | 94,662 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,523,855 | 97,611 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $9,042,821 | 103,524 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,533,680 | 104,273 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,400,862 | 105,038 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,829,498 | 104,937 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,343,608 | 100,892 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $10,488,585 | 100,910 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,658,150 | 100,334 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,053,172 | 101,271 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $9,609,256 | 107,402 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,622,804 | 107,369 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $9,540,358 | 107,183 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $9,069,539 | 107,459 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $24,521,210 | 313,130 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $28,641,096 | 448,920 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $31,726,024 | 448,932 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $34,486,142 | 448,163 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $27,180,903 | 312,173 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $25,723,936 | 312,639 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $25,590,820 | 312,961 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $21,474,270 | 313,722 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $21,373,968 | 316,417 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $19,918,596 | 319,106 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $18,175,867 | 319,660 | Shares | Sole | 2020-07-14 | |
| No filing history on record for this holder in this stock. | ||||||