Fundsmith Investment Services’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168M | Sell |
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|
2025
Q1 | $178M | Sell |
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|
2024
Q4 | $164M | Sell |
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|
2024
Q3 | $185M | Buy |
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|
2024
Q2 | $171M | Buy |
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|
2024
Q1 | $169M | Buy |
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|
2023
Q4 | $152M | Buy |
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|
2023
Q3 | $135M | Buy |
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|
2023
Q2 | $150M | Buy |
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|
2023
Q1 | $137M | Buy |
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|
2022
Q4 | $127M | Buy |
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|
2022
Q3 | $103M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $7.65M | Buy |
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|
2021
Q3 | $7.22M | Buy |
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|
2021
Q2 | $7.16M | Buy |
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