Position in OTIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$288,333
-$22,068 QoQ
Shares Held
4,027
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#770
of 1,211 holders
Holding Since
Jun 2020
25 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, 2026WENDELL DAVID ASSOCIATES INC holds $10,226,390 across 7 Specialty Industrial Machinery names. OTIS ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
33,356 | $4,774,911 | |
| 2 | ITW |
Illinois Tool Works Inc
|
12,668 | $3,426,313 | |
| 3 | GEV |
GE Vernova Inc.
|
560 | $657,921 | |
| 4 | AME |
Ametek Inc/
|
1,625 | $393,152 | |
| 5 | ETN |
Eaton Corp plc
|
903 | $384,786 | |
| 6 | CMI |
Cummins Inc
|
422 | $300,974 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
4,027 | $288,333 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,333 | 4,027 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $310,401 | 4,027 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $351,758 | 4,027 | Shares | Other | 2026-01-30 | |
| 2025-09-30 | $477,538 | 5,223 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $539,064 | 5,444 | Shares | Other | 2025-07-29 | |
| 2025-03-31 | $566,980 | 5,494 | Shares | Other | 2025-04-18 | |
| 2024-12-31 | $508,799 | 5,494 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $573,644 | 5,519 | Shares | Other | 2024-10-21 | |
| 2024-06-30 | $573,613 | 5,959 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $591,549 | 5,959 | Shares | Other | 2024-04-22 | |
| 2023-12-31 | $533,151 | 5,959 | Shares | Other | 2024-01-22 | |
| 2023-09-30 | $469,974 | 5,852 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $527,562 | 5,927 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $504,458 | 5,977 | Shares | Other | 2023-04-19 | |
| 2022-12-31 | $479,805 | 6,127 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $395,687 | 6,202 | Shares | Other | 2022-10-18 | |
| 2022-06-30 | $440,062 | 6,227 | Shares | Other | 2022-07-14 | |
| 2022-03-31 | $583,204 | 7,579 | Shares | Other | 2022-04-22 | |
| 2021-12-31 | $734,957 | 8,441 | Shares | Other | 2022-01-24 | |
| 2021-09-30 | $735,665 | 8,941 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $671,249 | 8,209 | Shares | Other | 2021-07-19 | |
| 2021-03-31 | $562,385 | 8,216 | Shares | Other | 2021-04-20 | |
| 2020-12-31 | $654,289 | 9,686 | Shares | Other | 2021-01-22 | |
| 2020-09-30 | $684,747 | 10,970 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $1,101,833 | 19,378 | Shares | Other | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||