BURLING WEALTH PARTNERS, LLC

Position in OTIS — Otis Worldwide Corp

CIK 2054946 CHICAGO, IL

Position in OTIS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$316,830

-$45,985 QoQ

Shares Held

4,425

-6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#745

of 1,211 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

BURLING WEALTH PARTNERS, LLC holds $12,553,614 across 5 Specialty Industrial Machinery names. OTIS ranks #4 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	14,227	$6,062,409
2	ITW	Illinois Tool Works Inc	14,472	$3,914,241
3	PH	Parker-Hannifin Corp	2,007	$1,963,086
4	OTIS	Otis Worldwide Corp This page	4,425	$316,830
5	ROK	Rockwell Automation, Inc	600	$297,048

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,830	4,425	-6.0%	Shares	Sole	2026-08-04
2026-03-31	$362,815	4,707	-6.6%	Shares	Sole	2026-05-08
2025-12-31	$440,418	5,042	-43.1%	Shares	Sole	2026-02-06
2025-09-30	$809,795	8,857	-29.3%	Shares	Sole	2025-11-07
2025-06-30	$1,240,819	12,531	-4.3%	Shares	Sole	2025-08-08
2025-03-31	$1,351,300	13,094	-13.9%	Shares	Sole	2025-05-02
2024-12-31	$1,408,968	15,214	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.