Exited position

Terry Smith’s Otis Worldwide Corp (OTIS) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Fundsmith LLPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2022Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares6.46MHighest verified quarter-end share count
Quarters reported15Verified quarters with shares above zero
What happened?

Fundsmith LLP first reported Otis Worldwide Corp in Q3 2022. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Fundsmith LLP sold the entire position in Q2 2026, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold the entire position−2.73M shares · No shares reported at quarter-end
Q1 2026
Sold 12.2% of the position−380.75K shares · 2.73M shares remained
Filing context

Quarter-end price $77.08 · Estimated holding basis $64.50

Q4 2025
Sold 46.5% of the position−2.71M shares · 3.11M shares remained
Filing context

Quarter-end price $87.35 · Estimated holding basis $64.50

Q2 2025
Sold 0.8% of the position−47.59K shares · 5.82M shares remained
Filing context

Quarter-end price $99.02 · Estimated holding basis $64.50

Q1 2025
Sold 1.7% of the position−100.04K shares · 5.87M shares remained
Filing context

Quarter-end price $103.20 · Estimated holding basis $64.50

Q4 2024
Sold 2.8% of the position−174.45K shares · 5.97M shares remained
Filing context

Quarter-end price $92.61 · Estimated holding basis $64.50

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was Otis Worldwide Corp in Fundsmith LLP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight1.6%Q1 2026
Last reported rank#17of 34 reported positions
Peak portfolio weight2.8%Q1 2025
Best historical rank#15Q1 2025
At peak importanceQ1 2025
OTIS
2.8%
Largest holding
10.2%
Cross-investor discovery

Who else owns Otis Worldwide Corp?

Also reported by 2 other tracked investors in their latest verified filings.

Ray DalioBridgewater Associates, LP
OTIS0.1% of reported portfolio
Joel GreenblattGotham Asset Management
OTIS0.1% of reported portfolio
Explore Otis Worldwide Corp across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$70.182026-09-14

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Fundsmith LLP’s reported positions. Form 13F reports quarter-end positions and is filed later; it does not disclose exact trade dates or execution prices.