Position in OTIS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$57,638
-$4,411 QoQ
Shares Held
805
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#944
of 1,211 holders
Holding Since
Jun 2020
19 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, 2026Clearstead Trust, LLC holds $5,702,401 across 20 Specialty Industrial Machinery names. OTIS ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
5,040 | $1,363,168 | |
| 2 | ETN |
Eaton Corp plc
|
3,140 | $1,338,016 | |
| 3 | GEV |
GE Vernova Inc.
|
1,091 | $1,281,772 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,464 | $724,797 | |
| 5 | PH |
Parker-Hannifin Corp
|
394 | $385,379 | |
| 6 | EMR |
Emerson Electric Co
|
1,650 | $236,197 | |
| 7 | ITT |
Itt Inc.
|
350 | $69,216 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
805 | $57,638 |
All Filings in OTIS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,638 | 805 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $62,049 | 805 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $70,316 | 805 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $73,601 | 805 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $79,711 | 805 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $83,076 | 805 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $93,165 | 1,006 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $104,251 | 1,003 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $96,260 | 1,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $101,056 | 1,018 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $79,002 | 883 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $70,753 | 881 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $78,150 | 878 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $82,458 | 977 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $76,273 | 974 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $65,012 | 1,019 | Shares | Sole | 2022-11-14 | |
| 2020-12-31 | $2,566 | 38 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,371 | 38 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $14,215 | 250 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||