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Terry Smith’s Otis Worldwide OTIS Stock Holding History

Terry Smith’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
-2,731,635
Closed -$211M – 45
2026
Q1 		$211M Sell
2,731,635
-380,745
-12% -$33.3M 1.64% 17
2025
Q4 		$272M Sell
3,112,380
-2,706,771
-47% -$242M 1.59% 19
2025
Q3 		$532M Hold
5,819,151
– – 2.69% 15
2025
Q2 		$576M Sell
5,819,151
-47,586
-0.8% -$4.59M 2.5% 15
2025
Q1 		$605M Sell
5,866,737
-100,040
-2% -$9.77M 2.76% 15
2024
Q4 		$553M Sell
5,966,777
-174,451
-3% -$17.5M 2.36% 16
2024
Q3 		$638M Buy
6,141,228
+2,950
+0% +$281K 2.53% 16
2024
Q2 		$591M Sell
6,138,278
-156,825
-2% -$15.1M 2.41% 17
2024
Q1 		$625M Sell
6,295,103
-147,050
-2% -$13.6M 2.45% 16
2023
Q4 		$576M Sell
6,442,153
-8,760
-0.1% -$728K 2.41% 18
2023
Q3 		$518M Sell
6,450,913
-4,498
-0.1% -$385K 2.35% 18
2023
Q2 		$575M Buy
6,455,411
+173,736
+3% +$14.6M 2.41% 18
2023
Q1 		$530M Buy
6,281,675
+998
+0% +$82.6K 2.29% 18
2022
Q4 		$492M Sell
6,280,677
-5,201
-0.1% -$384K 2.25% 19
2022
Q3 		$401M Buy
+6,285,878
New +$460M 1.9% 21

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

Terry Smith's OTIS Position: Q2 2026 in Review

Terry Smith sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,731,635 shares — an estimated $211M sold.

Terry Smith first reported a position in OTIS in Q3 2022 and held it in 15 quarters. The position peaked at $638M in Q3 2024. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Terry Smith reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • Terry Smith sold 2,731,635 Otis Worldwide shares in Q2 2026, an estimated $211M.
  • Terry Smith first reported a position in Otis Worldwide in Q3 2022 and held it in 15 quarters.
  • Terry Smith's Otis Worldwide position peaked at $638M in Q3 2024.
  • 1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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