Position in OTIS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,218,249
+$117,902 QoQ
Shares Held
15,805
+25.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.8794685226194242.ToString("F0")%
Shared 0.ToString("F0")%
None 99.12053147738058.ToString("F0")%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $32,118,583 across 14 Specialty Industrial Machinery names. OTIS ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
16,421 | $8,834,826 | |
| 2 | GEV |
GE Vernova Inc.
|
8,683 | $7,579,390 | |
| 3 | EMR |
Emerson Electric Co
|
48,652 | $6,374,385 | |
| 4 | ETN |
Eaton Corp plc
|
12,589 | $4,502,707 | |
| 5 | OTIS |
Otis Worldwide Corp
This page
|
15,805 | $1,218,249 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,043 | $933,735 | |
| 7 | CR |
Crane Co
|
4,609 | $788,139 | |
| 8 | ITW |
Illinois Tool Works Inc
|
2,389 | $621,832 |
All Filings in OTIS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,218,249 | 15,805 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,100,347 | 12,597 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,450,902 | 15,869 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,486,191 | 15,009 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,380,609 | 13,378 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,089,371 | 11,763 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $652,743 | 6,280 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $535,494 | 5,563 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||