Sound View Wealth Advisors Group, LLC

Position in OTIS — Otis Worldwide Corp

CIK 1784777 SAVANNAH, GA

Position in OTIS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$215,014

-$26,169 QoQ

Shares Held

3,003

-4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#843

of 1,211 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Industrials · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $10,758,916 across 6 Specialty Industrial Machinery names. OTIS ranks #6 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	34,696	$4,966,732
2	ITW	Illinois Tool Works Inc	8,350	$2,258,424
3	ETN	Eaton Corp plc	3,519	$1,499,516
4	GEV	GE Vernova Inc.	1,044	$1,226,553
5	CMI	Cummins Inc	831	$592,677
6	OTIS	Otis Worldwide Corp This page	3,003	$215,014

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,014	3,003	-4.0%	Shares	Sole	2026-08-11
2026-03-31	$241,183	3,129	-24.5%	Shares	Sole	2026-05-06
2025-12-31	$361,978	4,144	+5.3%	Shares	Sole	2026-01-08
2025-09-30	$359,685	3,934	-9.0%	Shares	Sole	2025-11-10
2025-06-30	$428,261	4,325	+4.8%	Shares	Sole	2025-08-07
2025-03-31	$426,009	4,128	+0.1%	Shares	Sole	2025-05-08
2024-12-31	$381,831	4,123	+4.7%	Shares	Sole	2025-02-07
2024-09-30	$409,315	3,938	+2.2%	Shares	Sole	2024-11-12
2024-06-30	$370,793	3,852	+2.0%	Shares	Sole	2024-08-05
2024-03-31	$374,843	3,776	-5.4%	Shares	Sole	2024-05-09
2023-12-31	$357,074	3,991	+1.6%	Shares	Sole	2024-02-08
2023-09-30	$315,457	3,928	+0.8%	Shares	Sole	2023-11-07
2023-06-30	$346,782	3,896	-9.7%	Shares	Sole	2023-08-08
2023-03-31	$364,101	4,314	+8.1%	Shares	Sole	2023-05-12
2022-12-31	$312,535	3,991	+1.7%	Shares	Sole	2024-02-13
2022-09-30	$250,478	3,926	-0.4%	Shares	Sole	2022-11-08
2022-06-30	$278,581	3,942	+0.8%	Shares	Sole	2022-08-05
2022-03-31	$300,874	3,910	-1.3%	Shares	Sole	2022-05-11
2021-12-31	$344,797	3,960	+1.1%	Shares	Sole	2022-01-20
2021-09-30	$322,290	3,917	-6.2%	Shares	Sole	2021-10-21
2021-06-30	$341,553	4,177	-11.3%	Shares	Sole	2021-07-21
2021-03-31	$322,194	4,707	+9.9%	Shares	Sole	2021-04-28
2020-12-31	$289,384	4,284	-3.9%	Shares	Sole	2021-02-02
2020-09-30	$278,393	4,460	-14.8%	Shares	Sole	2020-11-09
2020-06-30	$297,662	5,235	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.