Position in OTIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,145,027
+$932,441 QoQ
Shares Held
15,992
+479.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#472
of 1,211 holders
Holding Since
Jun 2022
17 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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $34,474,130 across 13 Specialty Industrial Machinery names. OTIS ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
9,616 | $11,297,453 | |
| 2 | CMI |
Cummins Inc
|
8,091 | $5,770,582 | |
| 3 | ETN |
Eaton Corp plc
|
11,989 | $5,108,752 | |
| 4 | EMR |
Emerson Electric Co
|
30,366 | $4,346,892 | |
| 5 | FLS |
Flowserve Corp
|
39,757 | $2,948,379 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,209 | $1,182,547 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
15,992 | $1,145,027 | |
| 8 | ITW |
Illinois Tool Works Inc
|
2,995 | $810,057 |
All Filings in OTIS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,145,027 | 15,992 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $212,586 | 2,758 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $220,209 | 2,521 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $231,043 | 2,527 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $247,649 | 2,501 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $266,875 | 2,586 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $264,864 | 2,860 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $284,171 | 2,734 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $257,976 | 2,680 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $273,290 | 2,753 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $285,140 | 3,187 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $237,958 | 2,963 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $292,397 | 3,285 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $297,594 | 3,526 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $276,042 | 3,525 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $216,728 | 3,397 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $257,450 | 3,643 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||