Position in OTIS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,775,823
+$403,568 QoQ
Shares Held
24,802
+39.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#401
of 1,211 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Union Bancaire Privee, UBP SA holds $131,098,456 across 11 Specialty Industrial Machinery names. OTIS ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
81,331 | $79,551,477 | |
| 2 | GEV |
GE Vernova Inc.
|
15,769 | $18,526,367 | |
| 3 | CMI |
Cummins Inc
|
22,182 | $15,820,424 | |
| 4 | GNRC |
Generac Holdings Inc.
|
29,514 | $8,641,994 | |
| 5 | XYL |
Xylem Inc.
|
30,793 | $3,640,040 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
24,802 | $1,775,823 | |
| 7 | MWA |
Mueller Water Products, Inc.
|
48,804 | $1,260,607 | |
| 8 | EMR |
Emerson Electric Co
|
7,415 | $1,061,457 |
All Filings in OTIS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,775,823 | 24,802 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $1,372,255 | 17,803 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $1,193,812 | 13,667 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $936,974 | 10,248 | Shares | Defined | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||