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 Q3	$463K	Sell	7,191 -550	-7%	-$39.1K	0.09%	127
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

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Compass Wealth Management's OTIS Position: Q3 2026 in Review

Compass Wealth Management reduced its Otis Worldwide (OTIS) stake by 7.1% in Q3 2026, selling an estimated $39.1K and leaving 7,191 shares worth $463K. The position accounts for 0.09% of the portfolio, ranked #127.

Compass Wealth Management first reported a position in OTIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1M in Q3 2024. 286 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Compass Wealth Management held 7,191 shares of Otis Worldwide worth $463K as of Q3 2026.
Compass Wealth Management sold 550 Otis Worldwide shares in Q3 2026, an estimated $39.1K.
Otis Worldwide made up 0.09% of Compass Wealth Management's portfolio in Q3 2026, its #127 holding.
Compass Wealth Management first reported a position in Otis Worldwide in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's Otis Worldwide position peaked at $1M in Q3 2024.
286 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.