Position in OTIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$35,728
-$3,659 QoQ
Shares Held
499
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#989
of 1,211 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Derivatives in OTIS
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$52,322
PutShares
507
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Quaker Wealth Management, LLC holds $303,239 across 21 Specialty Industrial Machinery names. OTIS ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
1,062 | $152,025 | |
| 2 | PNR |
PENTAIR plc
|
1,005 | $77,043 | |
| 3 | OTIS |
Otis Worldwide Corp
This page
|
499 | $35,728 | |
| 4 | GEV |
GE Vernova Inc.
|
10 | $11,748 | |
| 5 | ITW |
Illinois Tool Works Inc
|
20 | $5,409 | |
| 6 | ETN |
Eaton Corp plc
|
11 | $4,687 | |
| 7 | CMI |
Cummins Inc
|
5 | $3,566 | |
| 8 | PH |
Parker-Hannifin Corp
|
3 | $2,934 |
All Filings in OTIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,728 | 499 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $39,387 | 511 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $43,849 | 502 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $45,532 | 498 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $50,005 | 505 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $52,322 | 507 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||