Position in OTIS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$28,998
-$1,834 QoQ
Shares Held
405
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,003
of 1,211 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $294,116 across 17 Specialty Industrial Machinery names. OTIS ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
220 | $59,503 | |
| 2 | AME |
Ametek Inc/
|
208 | $50,323 | |
| 3 | ETN |
Eaton Corp plc
|
118 | $50,282 | |
| 4 | GEV |
GE Vernova Inc.
|
37 | $43,469 | |
| 5 | OTIS |
Otis Worldwide Corp
This page
|
405 | $28,998 | |
| 6 | AOS |
Smith A O Corp
|
300 | $18,816 | |
| 7 | MWA |
Mueller Water Products, Inc.
|
537 | $13,870 | |
| 8 | ROK |
Rockwell Automation, Inc
|
15 | $7,426 |
All Filings in OTIS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,998 | 405 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $30,832 | 400 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $36,162 | 414 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,852 | 414 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $40,994 | 414 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,724 | 414 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $37,044 | 400 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $42,407 | 408 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $38,504 | 400 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||