Position in OTIS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$624,566
-$126,732 QoQ
Shares Held
8,723
-10.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#586
of 1,211 holders
Holding Since
Sep 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, 2026Cooper Financial Group holds $7,628,662 across 11 Specialty Industrial Machinery names. OTIS ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,331 | $2,697,765 | |
| 2 | GEV |
GE Vernova Inc.
|
1,391 | $1,634,230 | |
| 3 | PH |
Parker-Hannifin Corp
|
865 | $846,073 | |
| 4 | OTIS |
Otis Worldwide Corp
This page
|
8,723 | $624,566 | |
| 5 | AME |
Ametek Inc/
|
1,162 | $281,134 | |
| 6 | EMR |
Emerson Electric Co
|
1,900 | $271,985 | |
| 7 | ITW |
Illinois Tool Works Inc
|
996 | $269,388 | |
| 8 | IR |
Ingersoll Rand Inc.
|
3,272 | $268,271 |
All Filings in OTIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,566 | 8,723 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $751,298 | 9,747 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $864,066 | 9,892 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $913,019 | 9,986 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $708,686 | 7,157 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $751,192 | 7,279 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $612,429 | 6,613 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $662,721 | 6,376 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $701,639 | 7,289 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $879,929 | 8,864 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $733,564 | 8,199 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $631,397 | 7,862 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $674,962 | 7,583 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $584,385 | 6,924 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $515,514 | 6,583 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $335,843 | 5,264 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $323,315 | 4,575 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $321,958 | 4,184 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $311,623 | 3,579 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $335,373 | 4,076 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $308,436 | 3,772 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $279,618 | 4,085 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $295,801 | 4,379 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $217,159 | 3,479 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||