Compass Financial Management’s Otis Worldwide OTIS Stock Holding History

Compass Financial Management’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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Compass Financial Management's OTIS Position: Q2 2026 in Review

Compass Financial Management 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.

1,165 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Compass Financial Management held 79 shares of Otis Worldwide worth $5.71K as of Q2 2026.
Otis Worldwide was a new Compass Financial Management position in Q2 2026.
Otis Worldwide made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1159 holding.
1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.