NEVILLE RODIE & SHAW INC

Position in OTIS — Otis Worldwide Corp

CIK 71210 NEW YORK, NY

Position in OTIS

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$795,332

-$60,872 QoQ

Shares Held

11,108

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#531

of 1,209 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Industrials · as of Jun 30, 2026

NEVILLE RODIE & SHAW INC holds $43,308,144 across 9 Specialty Industrial Machinery names. OTIS ranks #8 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	16,999	$19,971,444
2	ETN	Eaton Corp plc	20,525	$8,746,113
3	EMR	Emerson Electric Co	43,782	$6,267,393
4	AME	Ametek Inc/	16,610	$4,018,623
5	DOV	DOVER Corp	4,682	$1,050,078
6	ROK	Rockwell Automation, Inc	2,100	$1,039,668
7	FLS	Flowserve Corp	13,725	$1,017,846
8	OTIS	Otis Worldwide Corp This page	11,108	$795,332

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$795,332	11,108	0.0%	Shares	Sole	2026-07-06
2026-03-31	$856,204	11,108	0.0%	Shares	Sole	2026-04-01
2025-12-31	$970,283	11,108	-0.4%	Shares	Sole	2026-01-06
2025-09-30	$1,020,175	11,158	0.0%	Shares	Sole	2025-10-01
2025-06-30	$1,104,865	11,158	0.0%	Shares	Sole	2025-07-02
2025-03-31	$1,151,505	11,158	-3.5%	Shares	Sole	2025-04-01
2024-12-31	$1,070,386	11,558	0.0%	Shares	Sole	2025-01-06
2024-09-30	$1,201,338	11,558	-0.4%	Shares	Sole	2024-10-01
2024-06-30	$1,117,386	11,608	0.0%	Shares	Sole	2024-07-01
2024-03-31	$1,152,326	11,608	0.0%	Shares	Sole	2024-04-09
2023-12-31	$1,038,567	11,608	0.0%	Shares	Sole	2024-01-02
2023-09-30	$932,238	11,608	0.0%	Shares	Sole	2023-10-10
2023-06-30	$1,033,228	11,608	0.0%	Shares	Sole	2023-07-06
2023-03-31	$979,715	11,608	-4.3%	Shares	Sole	2023-04-04
2022-12-31	$949,821	12,129	0.0%	Shares	Sole	2023-01-03
2022-09-30	$773,830	12,129	-3.2%	Shares	Sole	2022-10-04
2022-06-30	$885,636	12,532	0.0%	Shares	Sole	2022-07-06
2022-03-31	$964,337	12,532	-0.8%	Shares	Sole	2022-04-05
2021-12-31	$1,099,868	12,632	-0.5%	Shares	Sole	2022-01-05
2021-09-30	$1,044,873	12,699	-0.2%	Shares	Sole	2021-10-06
2021-06-30	$1,040,441	12,724	0.0%	Shares	Sole	2021-07-06
2021-03-31	$870,957	12,724	-29.6%	Shares	Sole	2021-04-08
2020-12-31	$1,220,155	18,063	-0.9%	Shares	Sole	2021-03-04
2020-09-30	$1,137,916	18,230	-17.5%	Shares	Sole	2020-10-01
2020-06-30	$1,255,980	22,089	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.