Cyndeo Wealth Partners, LLC

Position in OTIS — Otis Worldwide Corp

CIK 1950947 ST. PETERSBURG, FL

Position in OTIS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$200,838

-$6,661 QoQ

Shares Held

2,805

+4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#859

of 1,211 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $20,811,537 across 8 Specialty Industrial Machinery names. OTIS ranks #8 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	26,848	$11,440,469
2	PH	Parker-Hannifin Corp	4,473	$4,375,130
3	ROK	Rockwell Automation, Inc	2,836	$1,404,046
4	GEV	GE Vernova Inc.	946	$1,111,417
5	ITW	Illinois Tool Works Inc	3,299	$892,280
6	CMI	Cummins Inc	1,035	$738,172
7	EMR	Emerson Electric Co	4,535	$649,185
8	OTIS	Otis Worldwide Corp This page	2,805	$200,838

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,838	2,805	+4.2%	Shares	Sole	2026-07-21
2026-03-31	$207,499	2,692	-0.1%	Shares	Sole	2026-04-13
2025-12-31	$235,408	2,695	-3.5%	Shares	Sole	2026-01-07
2025-09-30	$255,363	2,793	-1.6%	Shares	Sole	2025-10-10
2025-06-30	$281,018	2,838	0.0%	Shares	Sole	2025-07-24
2025-03-31	$292,881	2,838	0.0%	Shares	Sole	2025-04-17
2024-12-31	$262,827	2,838	0.0%	Shares	Sole	2025-01-21
2024-09-30	$294,981	2,838	+11.6%	Shares	Sole	2024-10-18
2024-06-30	$244,789	2,543	-0.7%	Shares	Sole	2024-07-30
2024-03-31	$254,329	2,562	-0.2%	Shares	Sole	2024-04-17
2023-12-31	$229,669	2,567	+1.1%	Shares	Sole	2024-01-12
2023-09-30	$203,987	2,540	-0.8%	Shares	Sole	2023-10-10
2023-06-30	$227,865	2,560	-2.3%	Shares	Sole	2023-07-27
2023-03-31	$221,212	2,621	-2.6%	Shares	Sole	2023-04-25
2022-12-31	$210,653	2,690	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.