Position in OTIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,513
-$268 QoQ
Shares Held
77
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,113
of 1,211 holders
Holding Since
Mar 2026
2 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, 2026Mosley Wealth Management holds $2,421,149 across 14 Specialty Industrial Machinery names. OTIS ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
950 | $929,214 | |
| 2 | WTS |
Watts Water Technologies Inc
|
1,252 | $490,095 | |
| 3 | XYL |
Xylem Inc.
|
3,212 | $379,690 | |
| 4 | GGG |
Graco Inc
|
4,228 | $319,679 | |
| 5 | CMI |
Cummins Inc
|
206 | $146,921 | |
| 6 | EMR |
Emerson Electric Co
|
658 | $94,192 | |
| 7 | GEV |
GE Vernova Inc.
|
38 | $44,644 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
77 | $5,513 |
All Filings in OTIS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,513 | 77 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,781 | 75 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||