ASHTON THOMAS SECURITIES, LLC
Broker-DealerPosition in OTIS — Otis Worldwide Corp
CIK 771572
ROCHESTER, NY
Position in OTIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,939,572
-$740,653 QoQ
Shares Held
27,089
-22.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#388
of 1,211 holders
Holding Since
Sep 2024
5 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, 2026ASHTON THOMAS SECURITIES, LLC holds $5,999,666 across 4 Specialty Industrial Machinery names. OTIS ranks #1 (32.3% of the industry book) .
All Filings in OTIS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,939,572 | 27,089 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,680,225 | 34,772 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,311,455 | 26,462 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,759,661 | 19,246 | Shares | Sole | 2025-10-27 | |
| 2024-09-30 | $29,207 | 281 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||