Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,752,876
-$2,683,318 QoQ
Shares Held
387,610
-1.8% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
2.85%
of 13F equity value
Holder Rank
#109
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, 2026J. Stern & Co. LLP holds $133,041,540 across 3 Specialty Industrial Machinery names. OTIS ranks #3 (20.9% of the industry book) .
All Filings in OTIS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,752,876 | 387,610 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,436,194 | 394,865 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,619,968 | 442,129 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $40,335,258 | 441,160 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $45,236,593 | 456,843 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $45,808,416 | 443,880 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $38,392,957 | 414,566 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $40,714,233 | 391,709 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $36,445,287 | 378,613 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $31,632,385 | 318,650 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $20,147,570 | 225,188 | Shares | Sole | 2024-02-22 | |
| No filing history on record for this holder in this stock. | ||||||