Position in OTIS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$10,337,822
+$1,873,052 QoQ
Shares Held
144,383
+31.5% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#175
of 1,211 holders
Holding Since
Sep 2025
4 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, 2026Moran Wealth Management, LLC holds $122,581,455 across 9 Specialty Industrial Machinery names. OTIS ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
58,956 | $57,666,042 | |
| 2 | ETN |
Eaton Corp plc
|
52,751 | $22,478,255 | |
| 3 | IR |
Ingersoll Rand Inc.
|
161,512 | $13,242,367 | |
| 4 | ITT |
Itt Inc.
|
57,177 | $11,307,323 | |
| 5 | OTIS |
Otis Worldwide Corp
This page
|
144,383 | $10,337,822 | |
| 6 | EPAC |
Enerpac Tool Group Corp
|
121,583 | $4,359,966 | |
| 7 | GEV |
GE Vernova Inc.
|
2,201 | $2,585,866 | |
| 8 | GHM |
Graham Corp
|
2,680 | $331,757 |
All Filings in OTIS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,337,822 | 144,383 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,464,770 | 109,818 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,572,249 | 109,585 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $10,056,019 | 109,986 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||