Position in OTIS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$694,949
-$128,111 QoQ
Shares Held
9,706
-9.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#565
of 1,211 holders
Holding Since
Jun 2020
24 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, 2026Principle Wealth Partners LLC holds $33,712,553 across 9 Specialty Industrial Machinery names. OTIS ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
15,260 | $10,883,584 | |
| 2 | OFLX |
Omega Flex, Inc.
|
192,275 | $6,035,512 | |
| 3 | EMR |
Emerson Electric Co
|
38,925 | $5,572,113 | |
| 4 | GEV |
GE Vernova Inc.
|
2,572 | $3,021,739 | |
| 5 | PH |
Parker-Hannifin Corp
|
3,047 | $2,980,331 | |
| 6 | ETN |
Eaton Corp plc
|
6,338 | $2,700,748 | |
| 7 | ITW |
Illinois Tool Works Inc
|
6,186 | $1,673,127 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
9,706 | $694,949 |
All Filings in OTIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $694,949 | 9,706 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $823,060 | 10,678 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $974,651 | 11,158 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,019,535 | 11,151 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,111,697 | 11,227 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,158,626 | 11,227 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,044,362 | 11,277 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,185,123 | 11,402 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,075,609 | 11,174 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,155,403 | 11,639 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,042,862 | 11,656 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $936,655 | 11,663 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $950,359 | 10,677 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $906,371 | 10,739 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $833,218 | 10,640 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $707,542 | 11,090 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $787,263 | 11,140 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $878,076 | 11,411 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,012,798 | 11,632 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $966,378 | 11,745 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $945,833 | 11,567 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $793,677 | 11,595 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $800,129 | 11,845 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $135,326 | 2,380 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||