Position in OTIS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$272,151
-$381 QoQ
Shares Held
3,801
+21.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#785
of 1,211 holders
Holding Since
Sep 2025
3 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, 2026RIVERSEDGE ADVISORS, LLC holds $3,324,299 across 9 Specialty Industrial Machinery names. OTIS ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
592 | $695,517 | |
| 2 | AME |
Ametek Inc/
|
2,092 | $506,138 | |
| 3 | CMI |
Cummins Inc
|
652 | $465,012 | |
| 4 | ETN |
Eaton Corp plc
|
974 | $415,040 | |
| 5 | PH |
Parker-Hannifin Corp
|
289 | $282,676 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
3,801 | $272,151 | |
| 7 | ITW |
Illinois Tool Works Inc
|
949 | $256,676 | |
| 8 | XYL |
Xylem Inc.
|
1,839 | $217,388 |
All Filings in OTIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,151 | 3,801 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $272,532 | 3,120 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $279,958 | 3,062 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||