Bleakley Financial Group, LLC

Position in OTIS — Otis Worldwide Corp

CIK 1936953 PARSIPPANY, NJ

Position in OTIS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$996,099

+$181,903 QoQ

Shares Held

13,912

+31.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#492

of 1,211 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $39,346,451 across 8 Specialty Industrial Machinery names. OTIS ranks #7 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	14,930	$17,540,659
2	ETN	Eaton Corp plc	20,731	$8,833,893
3	EMR	Emerson Electric Co	29,578	$4,234,090
4	AME	Ametek Inc/	14,803	$3,581,437
5	IR	Ingersoll Rand Inc.	23,754	$1,947,590
6	XYL	Xylem Inc.	10,343	$1,222,646
7	OTIS	Otis Worldwide Corp This page	13,912	$996,099
8	GGG	Graco Inc	13,094	$990,037

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$996,099	13,912	+31.7%	Shares	Sole	2026-08-05
2026-03-31	$814,196	10,563	-4.7%	Shares	Sole	2026-05-04
2025-12-31	$967,925	11,081	+18.7%	Shares	Sole	2026-02-09
2024-12-31	$864,421	9,334	+17.8%	Shares	Sole	2025-01-27
2024-09-30	$823,308	7,921	-4.3%	Shares	Sole	2024-10-16
2024-06-30	$796,840	8,278	-14.9%	Shares	Sole	2024-08-12
2024-03-31	$965,500	9,726	+1.2%	Shares	Sole	2024-05-08
2023-12-31	$859,717	9,609	-0.5%	Shares	Sole	2024-01-25
2023-09-30	$775,553	9,657	-7.3%	Shares	Sole	2023-11-14
2023-06-30	$927,662	10,422	+5.1%	Shares	Sole	2023-08-14
2023-03-31	$836,741	9,914	+4.0%	Shares	Sole	2023-05-12
2022-12-31	$746,607	9,534	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.