Position in OTIS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$557,620
+$60,840 QoQ
Shares Held
7,788
+20.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#607
of 1,211 holders
Holding Since
Dec 2023
11 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, 2026Quotient Wealth Partners, LLC holds $5,346,472 across 8 Specialty Industrial Machinery names. OTIS ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,499 | $1,761,115 | |
| 2 | ETN |
Eaton Corp plc
|
2,251 | $959,196 | |
| 3 | PH |
Parker-Hannifin Corp
|
676 | $661,209 | |
| 4 | OTIS |
Otis Worldwide Corp
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|
7,788 | $557,620 | |
| 5 | EMR |
Emerson Electric Co
|
3,405 | $487,425 | |
| 6 | CMI |
Cummins Inc
|
501 | $357,318 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,190 | $321,859 | |
| 8 | AME |
Ametek Inc/
|
995 | $240,730 |
All Filings in OTIS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,620 | 7,788 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $496,780 | 6,445 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $485,491 | 5,558 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $531,482 | 5,813 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $598,179 | 6,041 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $634,267 | 6,146 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $540,749 | 5,839 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $592,354 | 5,699 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $565,334 | 5,873 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $562,563 | 5,667 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $688,829 | 7,699 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||