Position in OTIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$143,128
-$111,158 QoQ
Shares Held
1,999
-39.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#880
of 1,211 holders
Holding Since
Jun 2020
25 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, 2026Aberdeen Wealth Management LLC holds $1,550,604 across 6 Specialty Industrial Machinery names. OTIS ranks #5 (9.2% of the industry book) .
All Filings in OTIS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,128 | 1,999 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $254,286 | 3,299 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $288,167 | 3,299 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $301,627 | 3,299 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $353,897 | 3,574 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $368,836 | 3,574 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $330,988 | 3,574 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $376,678 | 3,624 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $358,472 | 3,724 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $394,498 | 3,974 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $355,553 | 3,974 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $319,151 | 3,974 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $353,725 | 3,974 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $335,405 | 3,974 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $311,203 | 3,974 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $253,541 | 3,974 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $280,842 | 3,974 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $305,799 | 3,974 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $346,016 | 3,974 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $326,980 | 3,974 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $329,042 | 4,024 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $275,442 | 4,024 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $271,821 | 4,024 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $251,178 | 4,024 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $243,588 | 4,284 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||