Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$820,679
-$140,585 QoQ
Shares Held
11,462
-8.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#531
of 1,219 holders
Holding Since
Dec 2021
6 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, 2026Western Wealth Management, LLC holds $21,770,124 across 10 Specialty Industrial Machinery names. OTIS ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,839 | $6,860,007 | |
| 2 | ETN |
Eaton Corp plc
|
12,346 | $5,260,877 | |
| 3 | PH |
Parker-Hannifin Corp
|
3,446 | $3,370,601 | |
| 4 | CMI |
Cummins Inc
|
2,749 | $1,960,613 | |
| 5 | ROK |
Rockwell Automation, Inc
|
2,377 | $1,176,805 | |
| 6 | EMR |
Emerson Electric Co
|
7,131 | $1,020,802 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
11,462 | $820,679 | |
| 8 | ITW |
Illinois Tool Works Inc
|
2,974 | $804,377 |
All Filings in OTIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $820,679 | 11,462 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $961,264 | 12,471 | Shares | Sole | 2026-05-19 | |
| 2022-09-30 | $319,319 | 5,005 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $453,136 | 6,412 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $493,326 | 6,411 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $296,299 | 3,403 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||