Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,905,636
+$15,332 QoQ
Shares Held
54,548
+8.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#294
of 1,211 holders
Holding Since
Mar 2022
13 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, 2026Financial Advisors Network, Inc. holds $5,996,356 across 4 Specialty Industrial Machinery names. OTIS ranks #1 (65.1% of the industry book) .
All Filings in OTIS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,905,636 | 54,548 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,890,304 | 50,471 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,401,828 | 50,393 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $4,563,088 | 49,908 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,989,221 | 50,386 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,944,105 | 47,908 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $684,017 | 7,386 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $3,613,603 | 40,389 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,071,857 | 38,250 | Shares | Sole | 2023-11-15 | |
| 2022-12-31 | $2,816,810 | 35,970 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,272,938 | 35,626 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,514,579 | 35,582 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,713,641 | 35,265 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||