INVESTMENT ADVISORY SERVICES INC /TX /ADV

Position in OTIS — Otis Worldwide Corp

CIK 925953 THE WOODLANDS, TX

Back to OTIS Full portfolio

Position in OTIS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$346,687

-$30,388 QoQ

Shares Held

4,842

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#714

of 1,211 holders

Holding Since

Jun 2020

24 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, 2026

INVESTMENT ADVISORY SERVICES INC /TX /ADV holds $2,869,760 across 3 Specialty Industrial Machinery names. OTIS ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	2,915	$2,079,007
2	PH	Parker-Hannifin Corp	454	$444,066
3	OTIS	Otis Worldwide Corp This page	4,842	$346,687

All Filings in OTIS

Export CSV

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$346,687	4,842	-1.0%	Shares	Sole	2026-07-14
2026-03-31	$377,075	4,892	-4.2%	Shares	Sole	2026-04-17
2025-12-31	$445,921	5,105	-3.7%	Shares	Sole	2026-01-22
2025-09-30	$484,853	5,303	-3.8%	Shares	Sole	2025-10-22
2025-06-30	$545,996	5,514	+6.2%	Shares	Sole	2025-07-17
2025-03-31	$536,020	5,194	-0.9%	Shares	Sole	2025-04-24
2024-12-31	$485,276	5,240	-1.2%	Shares	Sole	2025-01-28
2024-09-30	$551,193	5,303	-4.6%	Shares	Sole	2024-10-15
2024-06-30	$535,109	5,559	-1.2%	Shares	Sole	2024-07-17
2024-03-31	$558,691	5,628	-0.8%	Shares	Sole	2024-04-25
2023-12-31	$507,652	5,674	-0.9%	Shares	Sole	2024-01-11
2023-09-30	$459,614	5,723	0.0%	Shares	Sole	2023-10-19
2023-06-30	$509,404	5,723	+0.0%	Shares	Sole	2023-08-14
2023-03-31	$482,936	5,722	-0.9%	Shares	Sole	2023-04-24
2022-12-31	$452,005	5,772	0.0%	Shares	Sole	2023-02-15
2022-09-30	$368,253	5,772	-1.7%	Shares	Sole	2022-10-27
2022-06-30	$414,903	5,871	-7.6%	Shares	Sole	2022-08-15
2022-03-31	$488,786	6,352	+0.0%	Shares	Sole	2022-05-04
2021-12-31	$552,981	6,351	+5.2%	Shares	Sole	2022-02-02
2021-09-30	$496,559	6,035	-4.8%	Shares	Sole	2021-10-27
2021-06-30	$518,340	6,339	-5.7%	Shares	Sole	2021-08-16
2020-12-31	$454,206	6,724	-5.6%	Shares	Sole	2021-03-10
2020-09-30	$444,430	7,120	+2.7%	Shares	Sole	2021-03-10
2020-06-30	$394,153	6,932	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.