Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$444,922
-$85,847 QoQ
Shares Held
6,214
-9.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#660
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, 2026Medallion Wealth Advisors, LLC holds $6,122,410 across 16 Specialty Industrial Machinery names. OTIS ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AME |
Ametek Inc/
|
13,875 | $3,356,917 | |
| 2 | ITW |
Illinois Tool Works Inc
|
4,745 | $1,283,380 | |
| 3 | OTIS |
Otis Worldwide Corp
This page
|
6,214 | $444,922 | |
| 4 | GEV |
GE Vernova Inc.
|
321 | $377,130 | |
| 5 | EMR |
Emerson Electric Co
|
2,072 | $296,606 | |
| 6 | CR |
Crane Co
|
333 | $74,282 | |
| 7 | SMR |
NUSCALE POWER Corp
|
6,800 | $68,204 | |
| 8 | XE |
X-Energy, Inc.
|
2,900 | $53,244 |
All Filings in OTIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,922 | 6,214 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $530,769 | 6,886 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $602,971 | 6,903 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $631,044 | 6,902 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $683,333 | 6,901 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $716,721 | 6,945 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $614,184 | 6,632 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||