BAKER TILLY WEALTH MANAGEMENT, LLC

Position in OTIS — Otis Worldwide Corp

CIK 1840565 MADISON, WI

Position in OTIS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$809,366

+$433,987 QoQ

Shares Held

11,304

+132.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#530

of 1,211 holders

Holding Since

Jun 2021

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $2,814,694 across 6 Specialty Industrial Machinery names. OTIS ranks #1 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp This page	11,304	$809,366
2	GEV	GE Vernova Inc.	546	$641,473
3	CMI	Cummins Inc	559	$398,684
4	AME	Ametek Inc/	1,603	$387,829
5	DOV	DOVER Corp	1,654	$370,959
6	PH	Parker-Hannifin Corp	211	$206,383

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$809,366	11,304	+132.1%	Shares	Sole	2026-07-17
2026-03-31	$375,379	4,870	+2.7%	Shares	Sole	2026-04-10
2022-09-30	$302,475	4,741	-0.7%	Shares	Sole	2022-10-20
2022-06-30	$337,307	4,773	+7.1%	Shares	Sole	2022-07-28
2022-03-31	$343,043	4,458	+16.9%	Shares	Sole	2022-04-27
2021-12-31	$331,997	3,813	-0.8%	Shares	Sole	2022-02-08
2021-09-30	$316,202	3,843	+23.6%	Shares	Sole	2021-11-02
2021-06-30	$254,222	3,109	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.