FIS
OTIS icon

Fundsmith Investment Services’s Otis Worldwide OTIS Stock Holding History

Fundsmith Investment Services’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 		– Sell
-966,787
Closed -$74.5M – 32
2026
Q1 		$74.5M Sell
966,787
-284,726
-23% -$24.9M 1.69% 17
2025
Q4 		$109M Sell
1,251,513
-392,590
-24% -$35.1M 2% 19
2025
Q3 		$150M Sell
1,644,103
-49,255
-3% -$4.47M 2.34% 18
2025
Q2 		$168M Sell
1,693,358
-31,968
-2% -$3.09M 2.27% 16
2025
Q1 		$178M Sell
1,725,326
-41,420
-2% -$4.05M 2.51% 15
2024
Q4 		$164M Sell
1,766,746
-14,692
-0.8% -$1.47M 2.13% 17
2024
Q3 		$185M Buy
1,781,438
+5,611
+0.3% +$535K 2.3% 17
2024
Q2 		$171M Buy
1,775,827
+74,985
+4% +$7.23M 2.21% 16
2024
Q1 		$169M Buy
1,700,842
+6,873
+0.4% +$635K 2.24% 18
2023
Q4 		$152M Buy
1,693,969
+9,861
+0.6% +$820K 2.19% 18
2023
Q3 		$135M Buy
1,684,108
+759
+0% +$64.9K 2.11% 18
2023
Q2 		$150M Buy
1,683,349
+55,216
+3% +$4.65M 2.18% 18
2023
Q1 		$137M Buy
1,628,133
+765
+0% +$63.3K 2.11% 18
2022
Q4 		$127M Buy
1,627,368
+14,681
+0.9% +$1.08M 2.12% 19
2022
Q3 		$103M Buy
+1,612,687
New +$118M 1.78% 21
2022
Q1 		– Sell
-87,908
Closed -$7.65M – 37
2021
Q4 		$7.65M Buy
87,908
+171
+0.2% +$14.3K 4.16% 9
2021
Q3 		$7.22M Buy
87,737
+160
+0.2% +$14.1K 4.39% 5
2021
Q2 		$7.16M Buy
+87,577
New +$6.74M 4.45% 6

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fundsmith Investment Services's OTIS Position: Q2 2026 in Review

Fundsmith Investment Services sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 966,787 shares — an estimated $74.5M sold.

Fundsmith Investment Services first reported a position in OTIS in Q2 2021 and held it in 18 quarters. The position peaked at $185M in Q3 2024. 1,218 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Fundsmith Investment Services reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Fundsmith Investment Services sold 966,787 Otis Worldwide shares in Q2 2026, an estimated $74.5M.
  • Fundsmith Investment Services first reported a position in Otis Worldwide in Q2 2021 and held it in 18 quarters.
  • Fundsmith Investment Services's Otis Worldwide position peaked at $185M in Q3 2024.
  • 1,218 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Fundsmith Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.