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
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

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Compass Wealth Management's OTIS Position: Q4 2025 in Review

Compass Wealth Management sold out of Otis Worldwide (OTIS) in Q4 2025, closing a stake of 9,515 shares — an estimated $870K sold.

Compass Wealth Management first reported a position in OTIS in Q4 2022 and held it in 12 quarters. The position peaked at $1M in Q3 2024. 1,307 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

Compass Wealth Management reported no remaining Otis Worldwide position as of Q4 2025 after selling out during the quarter.
Compass Wealth Management sold 9,515 Otis Worldwide shares in Q4 2025, an estimated $870K.
Compass Wealth Management first reported a position in Otis Worldwide in Q4 2022 and held it in 12 quarters.
Compass Wealth Management's Otis Worldwide position peaked at $1M in Q3 2024.
1,307 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.