Position in OTIS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,163,070
-$55,179 QoQ
Shares Held
16,244
+2.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#467
of 1,219 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $43,917,532 across 14 Specialty Industrial Machinery names. OTIS ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
15,200 | $10,840,792 | |
| 2 | GEV |
GE Vernova Inc.
|
8,825 | $10,368,139 | |
| 3 | EMR |
Emerson Electric Co
|
50,913 | $7,288,195 | |
| 4 | ETN |
Eaton Corp plc
|
13,601 | $5,795,658 | |
| 5 | GNRC |
Generac Holdings Inc.
|
9,772 | $2,861,339 | |
| 6 | MIR |
Mirion Technologies, Inc.
|
78,781 | $1,412,543 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
16,244 | $1,163,070 | |
| 8 | CR |
Crane Co
|
4,899 | $1,092,819 |
All Filings in OTIS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,163,070 | 16,244 | Shares | Sole | 2026-07-30 | |
| 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. | ||||||