COMPASS FINANCIAL MANAGEMENT LLC’s Otis Worldwide OTIS Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.71K	Buy	+79	New	+$5.9K	﹤0.01%	1159

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's OTIS Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Otis Worldwide (OTIS) in Q2 2026: 79 shares worth $5.71K. The stake represents ﹤0.01% of the portfolio and ranks #1159 among its holdings.

926 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 79 shares of Otis Worldwide worth $5.71K as of Q2 2026.
Otis Worldwide was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Otis Worldwide made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1159 holding.
926 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.