Position in OTIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$26,348
-$2,017 QoQ
Shares Held
368
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,015
of 1,211 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $1,309,826 across 9 Specialty Industrial Machinery names. OTIS ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
508 | $596,828 | |
| 2 | EMR |
Emerson Electric Co
|
3,038 | $434,889 | |
| 3 | ETN |
Eaton Corp plc
|
195 | $83,093 | |
| 4 | ROK |
Rockwell Automation, Inc
|
133 | $65,845 | |
| 5 | XYL |
Xylem Inc.
|
332 | $39,245 | |
| 6 | ITT |
Itt Inc.
|
166 | $32,828 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
368 | $26,348 | |
| 8 | CMI |
Cummins Inc
|
33 | $23,535 |
All Filings in OTIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,348 | 368 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $28,365 | 368 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $32,144 | 368 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $33,646 | 368 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $36,439 | 368 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $37,977 | 368 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $34,080 | 368 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||