Terry Smith - Fundsmith
Holding/activity history for Otis Worldwide Corp. (OTIS)
← All OTIS superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 2,731,635 | 1.64 | Reduce 12.23% | 0.19 | $75.27–94.57 · VW $86.90i | $210,554,426 | SEC |
| 2025 Q4 | 3,112,380 | 1.59 | Reduce 46.51% | 1.25 | $85.82–94.06 · VW $89.24i | $271,866,393 | SEC |
| 2025 Q3 | 5,819,151 | 2.69 | $91.43 | $532,044,976 | SEC | ||
| 2025 Q2 | 5,819,151 | 2.50 | Reduce 0.81% | 0.02 | $89.70–100.99 · VW $96.23i | $576,212,332 | SEC |
| 2025 Q1 | 5,866,737 | 2.76 | Reduce 1.68% | 0.04 | $90.12–106.83 · VW $98.21i | $605,447,258 | SEC |
| 2024 Q4 | 5,966,777 | 2.36 | Reduce 2.84% | 0.07 | $91.95–106.33 · VW $99.94i | $552,583,218 | SEC |
| 2024 Q3 | 6,141,228 | 2.53 | Add 0.05% | <0.01 | $90.21–105.39 · VW $96.37i | $638,319,238 | SEC |
| 2024 Q2 | 6,138,278 | 2.41 | Reduce 2.49% | 0.06 | $90.57–100.84 · VW $96.35i | $590,870,640 | SEC |
| 2024 Q1 | 6,295,103 | 2.45 | Reduce 2.28% | 0.06 | $85.42–100.35 · VW $92.11i | $624,914,875 | SEC |
| 2023 Q4 | 6,442,153 | 2.41 | Reduce 0.14% | <0.01 | $73.32–91.03 · VW $83.36i | $576,379,429 | SEC |
| 2023 Q3 | 6,450,913 | 2.35 | Reduce 0.07% | <0.01 | $79.13–91.33 · VW $85.33i | $518,072,823 | SEC |
| 2023 Q2 | 6,455,411 | 2.41 | Add 2.77% | 0.06 | $76.89–90.11 · VW $84.34i | $574,596,133 | SEC |
| 2023 Q1 | 6,281,675 | 2.29 | Add 0.02% | <0.01 | $78.41–87.33 · VW $82.73i | $530,173,370 | SEC |
| 2022 Q4 | 6,280,677 | 2.25 | Reduce 0.08% | <0.01 | $62.49–82.00 · VW $74.28i | $491,839,816 | SEC |
| 2022 Q3 | 6,285,878 | 1.90 | Buy | 1.90 | $63.74–81.94 · VW $72.51i | $401,039,000 | SEC |
Price snapshot:
Current price$73.42
Avg. buy price$64.50
+/- since buy13.83%
52-week low$69.16
52-week high$99.40