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Compass Planning Associates’s Otis Worldwide OTIS Stock Holding History

Compass Planning Associates’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
2025
Q3 		– Sell
-52
Closed -$5.11K – 92
2025
Q2 		$5.11K Hold
52
– – ﹤0.01% 112
2025
Q1 		$5.33K Hold
52
– – 0.01% 114
2024
Q4 		$4.78K Buy
+52
New +$5.21K ﹤0.01% 120

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Compass Planning Associates's OTIS Position: Q3 2025 in Review

Compass Planning Associates sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 52 shares — an estimated $5.11K sold.

Compass Planning Associates first reported a position in OTIS in Q4 2024 and held it in 3 quarters. The position peaked at $5.33K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Compass Planning Associates reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 52 Otis Worldwide shares in Q3 2025, an estimated $5.11K.
  • Compass Planning Associates first reported a position in Otis Worldwide in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Otis Worldwide position peaked at $5.33K in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.