Position in OTIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,229,910
-$629,372 QoQ
Shares Held
31,144
-16.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#373
of 1,211 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EQUITABLE TRUST CO holds $15,842,482 across 9 Specialty Industrial Machinery names. OTIS ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
6,311 | $4,501,068 | |
| 2 | GEV |
GE Vernova Inc.
|
2,389 | $2,806,740 | |
| 3 | OTIS |
Otis Worldwide Corp
This page
|
31,144 | $2,229,910 | |
| 4 | IR |
Ingersoll Rand Inc.
|
23,212 | $1,903,150 | |
| 5 | EMR |
Emerson Electric Co
|
12,483 | $1,786,940 | |
| 6 | ROK |
Rockwell Automation, Inc
|
2,196 | $1,087,195 | |
| 7 | ETN |
Eaton Corp plc
|
2,155 | $918,287 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,206 | $326,186 |
All Filings in OTIS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,229,910 | 31,144 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,859,282 | 37,095 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,371,605 | 107,288 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $12,828,359 | 140,308 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,351,567 | 165,134 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $18,863,101 | 182,782 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $18,489,863 | 199,653 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $23,256,158 | 223,746 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $22,889,568 | 237,789 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $24,253,645 | 244,320 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $22,053,281 | 246,488 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $20,212,982 | 251,687 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $22,389,218 | 251,536 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $21,049,950 | 249,407 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $20,327,317 | 259,575 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $11,603,879 | 181,879 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $7,916,947 | 112,027 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||