Position in OTIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,952
+$3,092 QoQ
Shares Held
139
+56.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,080
of 1,211 holders
Holding Since
Dec 2024
7 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, 2026High Note Wealth, LLC holds $635,181 across 21 Specialty Industrial Machinery names. OTIS ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNR |
PENTAIR plc
|
4,653 | $356,698 | |
| 2 | CMI |
Cummins Inc
|
127 | $90,577 | |
| 3 | GEV |
GE Vernova Inc.
|
44 | $51,693 | |
| 4 | ETN |
Eaton Corp plc
|
64 | $27,271 | |
| 5 | FLS |
Flowserve Corp
|
203 | $15,054 | |
| 6 | DOV |
DOVER Corp
|
47 | $10,541 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
139 | $9,952 | |
| 8 | PH |
Parker-Hannifin Corp
|
10 | $9,781 |
All Filings in OTIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,952 | 139 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,860 | 89 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,988 | 80 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,405 | 81 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,723 | 78 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $8,049 | 78 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,223 | 78 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||