Olistico Wealth, LLC

Position in OTIS — Otis Worldwide Corp

CIK 1962695 TULSA, OK

Position in OTIS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$14,320

-$1,096 QoQ

Shares Held

200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,054

of 1,211 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Olistico Wealth, LLC holds $296,420 across 7 Specialty Industrial Machinery names. OTIS ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	169	$198,551
2	CMI	Cummins Inc	77	$54,917
3	IR	Ingersoll Rand Inc.	201	$16,479
4	OTIS	Otis Worldwide Corp This page	200	$14,320
5	PNR	PENTAIR plc	72	$5,519
6	GNRC	Generac Holdings Inc.	15	$4,392
7	DOV	DOVER Corp	10	$2,242

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,320	200	0.0%	Shares	Sole	2026-07-13
2026-03-31	$15,416	200	0.0%	Shares	Sole	2026-04-09
2025-12-31	$17,470	200	0.0%	Shares	Sole	2026-01-13
2025-06-30	$19,804	200	0.0%	Shares	Sole	2025-07-22
2025-03-31	$20,640	200	0.0%	Shares	Sole	2025-04-29
2024-12-31	$18,522	200	0.0%	Shares	Sole	2025-01-17
2024-09-30	$20,788	200	0.0%	Shares	Sole	2024-10-08
2024-06-30	$19,252	200	—	Shares	Sole	2024-07-09
No filing history on record for this holder in this stock.