Atlantic Edge Private Wealth Management, LLC
Position in OTIS — Otis Worldwide Corp
CIK 2011145
JACKSONVILLE, FL
Position in OTIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$68,020
-$12,220 QoQ
Shares Held
950
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#932
of 1,211 holders
Holding Since
Dec 2023
11 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, 2026Atlantic Edge Private Wealth Management, LLC holds $7,469,788 across 12 Specialty Industrial Machinery names. OTIS ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
5,622 | $4,009,666 | |
| 2 | ETN |
Eaton Corp plc
|
7,561 | $3,221,893 | |
| 3 | GEV |
GE Vernova Inc.
|
68 | $79,890 | |
| 4 | OTIS |
Otis Worldwide Corp
This page
|
950 | $68,020 | |
| 5 | PH |
Parker-Hannifin Corp
|
30 | $29,343 | |
| 6 | ITW |
Illinois Tool Works Inc
|
93 | $25,153 | |
| 7 | EMR |
Emerson Electric Co
|
122 | $17,464 | |
| 8 | FLS |
Flowserve Corp
|
100 | $7,416 |
All Filings in OTIS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,020 | 950 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $80,240 | 1,041 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $90,931 | 1,041 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $95,178 | 1,041 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $103,079 | 1,041 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $107,431 | 1,041 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $96,407 | 1,041 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $108,201 | 1,041 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $100,206 | 1,041 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $117,237 | 1,181 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $105,664 | 1,181 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||