Compass Wealth Management’s Otis Worldwide OTIS Stock Holding History

Compass Wealth 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	$554K	Buy	+7,741	New	+$578K	0.1%	116
2025 Q4	–	Sell	-9,515	Closed	-$870K	–	128
2025 Q3	$870K	Hold	9,515	–	–	0.19%	85
2025 Q2	$942K	Sell	9,515 -150	-2%	-$14.5K	0.22%	86
2025 Q1	$997K	Hold	9,665	–	–	0.25%	82
2024 Q4	$895K	Hold	9,665	–	–	0.22%	83
2024 Q3	$1M	Sell	9,665 -443	-4%	-$42.2K	0.24%	83
2024 Q2	$973K	Hold	10,108	–	–	0.24%	86
2024 Q1	$1M	Sell	10,108 -275	-3%	-$25.4K	0.25%	89
2023 Q4	$929K	Hold	10,383	–	–	0.26%	87
2023 Q3	$834K	Sell	10,383 -700	-6%	-$59.9K	0.26%	93
2023 Q2	$986K	Sell	11,083 -37	-0.3%	-$3.12K	0.3%	88
2023 Q1	$939K	Sell	11,120 -400	-3%	-$33.1K	0.3%	92
2022 Q4	$902K	Buy	+11,520	New	+$851K	0.3%	88

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Compass Wealth Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 7,741 shares worth $554K. The stake represents 0.1% of the portfolio and ranks #116 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in OTIS as recently as Q3 2025.

Compass Wealth Management first reported a position in OTIS in Q4 2022 and has held it in 13 quarters since. The position peaked at $1M in Q3 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Compass Wealth Management held 7,741 shares of Otis Worldwide worth $554K as of Q2 2026.
Otis Worldwide was a new Compass Wealth Management position in Q2 2026.
Otis Worldwide made up 0.1% of Compass Wealth Management's portfolio in Q2 2026, its #116 holding.
Compass Wealth Management first reported a position in Otis Worldwide in Q4 2022 and has held it in 13 quarters since.
Compass Wealth Management's Otis Worldwide position peaked at $1M in Q3 2024.
1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.