Position in OTIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$353,560
+$53,513 QoQ
Shares Held
4,938
+43.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#710
of 1,211 holders
Holding Since
Jun 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Parcion Private Wealth LLC holds $25,343,984 across 8 Specialty Industrial Machinery names. OTIS ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
25,467 | $10,851,998 | |
| 2 | CMI |
Cummins Inc
|
14,941 | $10,656,070 | |
| 3 | GEV |
GE Vernova Inc.
|
1,919 | $2,254,556 | |
| 4 | CR |
Crane Co
|
2,265 | $505,253 | |
| 5 | OTIS |
Otis Worldwide Corp
This page
|
4,938 | $353,560 | |
| 6 | ITT |
Itt Inc.
|
1,259 | $248,979 | |
| 7 | AME |
Ametek Inc/
|
997 | $241,214 | |
| 8 | DOV |
DOVER Corp
|
1,036 | $232,354 |
All Filings in OTIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,560 | 4,938 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $300,047 | 3,435 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $333,902 | 3,652 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $238,737 | 2,411 | Shares | Sole | 2025-07-30 | |
| 2020-09-30 | $470,896 | 7,544 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $459,713 | 8,085 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||