Knollwood Investment Advisory, LLC
Position in OTIS — Otis Worldwide Corp
CIK 1999346
HUNT VALLEY, MD
Position in OTIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$286,972
-$21,964 QoQ
Shares Held
4,008
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#772
of 1,211 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Knollwood Investment Advisory, LLC holds $14,009,977 across 6 Specialty Industrial Machinery names. OTIS ranks #6 (2.0% of the industry book) .
All Filings in OTIS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,972 | 4,008 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $308,936 | 4,008 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $350,098 | 4,008 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $366,451 | 4,008 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $396,872 | 4,008 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $413,625 | 4,008 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $371,180 | 4,008 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $416,591 | 4,008 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $385,810 | 4,008 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||