Position in OTIS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$13,747
-$1,052 QoQ
Shares Held
192
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,057
of 1,211 holders
Holding Since
Jun 2021
21 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, 2026West Branch Capital LLC holds $778,887 across 9 Specialty Industrial Machinery names. OTIS ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
267 | $313,687 | |
| 2 | ETN |
Eaton Corp plc
|
553 | $235,644 | |
| 3 | EMR |
Emerson Electric Co
|
696 | $99,632 | |
| 4 | ROK |
Rockwell Automation, Inc
|
91 | $45,052 | |
| 5 | PH |
Parker-Hannifin Corp
|
40 | $39,124 | |
| 6 | NDSN |
Nordson Corp
|
55 | $16,592 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
192 | $13,747 | |
| 8 | XYL |
Xylem Inc.
|
100 | $11,821 |
All Filings in OTIS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,747 | 192 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $14,799 | 192 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $16,771 | 192 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $21,211 | 232 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $22,972 | 232 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $23,942 | 232 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $21,485 | 232 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $24,114 | 232 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $22,332 | 232 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $23,030 | 232 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $20,757 | 232 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $18,631 | 232 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $20,650 | 232 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $19,580 | 232 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $23,023 | 294 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $18,757 | 294 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $20,776 | 294 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $26,624 | 346 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $34,479 | 396 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $36,696 | 446 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $36,469 | 446 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||