Evelyn Partners Investment Management Services Ltd
Position in OTIS — Otis Worldwide Corp
CIK 2065205
London, X0
Position in OTIS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$67,676
-$9,017 QoQ
Shares Held
878
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Evelyn Partners Investment Management Services Ltd holds $6,480,485 across 7 Specialty Industrial Machinery names. OTIS ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IEX |
Idex Corp /De/
|
23,574 | $4,468,451 | |
| 2 | ETN |
Eaton Corp plc
|
3,847 | $1,375,956 | |
| 3 | ROK |
Rockwell Automation, Inc
|
1,060 | $380,412 | |
| 4 | GEV |
GE Vernova Inc.
|
193 | $168,469 | |
| 5 | OTIS |
Otis Worldwide Corp
This page
|
878 | $67,676 | |
| 6 | EMR |
Emerson Electric Co
|
149 | $19,521 | |
| 7 | OPTT |
Ocean Power Technologies, Inc.
|
2 | $0 |
All Filings in OTIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,676 | 878 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $76,693 | 878 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $78,812 | 862 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $85,355 | 862 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $88,958 | 862 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $41,396 | 447 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||