AMG National Trust Bank
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AMG National Trust Bank’s Otis Worldwide OTIS Stock Holding History

AMG National Trust Bank’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 		$938K Sell
13,099
-5,591
-30% -$418K 0.02% 276
2026
Q1 		$1.44M Buy
18,690
+103
+0.6% +$9.01K 0.03% 271
2025
Q4 		$1.62M Buy
18,587
+6
+0% +$537 0.04% 243
2025
Q3 		$1.7M Sell
18,581
-5,006
-21% -$454K 0.04% 231
2025
Q2 		$2.34M Buy
23,587
+40
+0.2% +$3.86K 0.06% 181
2025
Q1 		$2.43M Sell
23,547
-183
-0.8% -$17.9K 0.07% 169
2024
Q4 		$2.2M Sell
23,730
-2
-0% -$201 0.06% 178
2024
Q3 		$2.47M Sell
23,732
-6,679
-22% -$636K 0.07% 178
2024
Q2 		$2.93M Buy
30,411
+727
+2% +$70.1K 0.08% 164
2024
Q1 		$2.95M Sell
29,684
-183
-0.6% -$16.9K 0.09% 152
2023
Q4 		$2.67M Sell
29,867
-21
-0.1% -$1.75K 0.08% 156
2023
Q3 		$2.4M Sell
29,888
-369
-1% -$31.6K 0.08% 157
2023
Q2 		$2.69M Hold
30,257
– – 0.09% 146
2023
Q1 		$2.55M Sell
30,257
-51
-0.2% -$4.22K 0.09% 148
2022
Q4 		$2.37M Sell
30,308
-793
-3% -$58.5K 0.09% 146
2022
Q3 		$1.98M Buy
31,101
+1,496
+5% +$109K 0.07% 166
2022
Q2 		$2.31M Sell
29,605
-261
-0.9% -$19.2K 0.09% 154
2022
Q1 		$2.3M Sell
29,866
-237
-0.8% -$18.9K 0.07% 161
2021
Q4 		$2.62M Sell
30,103
-601
-2% -$50.3K 0.08% 152
2021
Q3 		$2.53M Buy
30,704
+121
+0.4% +$10.6K 0.08% 146
2021
Q2 		$2.5M Sell
30,583
-209
-0.7% -$16.1K 0.08% 147
2021
Q1 		$2.11M Sell
30,792
-4,235
-12% -$277K 0.07% 167
2020
Q4 		$2.37M Sell
35,027
-212
-0.6% -$13.8K 0.08% 150
2020
Q3 		$2.2M Sell
35,239
-960
-3% -$58.7K 0.09% 143
2020
Q2 		$2.06M Buy
+36,199
New +$1.88M 0.09% 144

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 $3.38T AUM 44.17% 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

AMG National Trust Bank's OTIS Position: Q2 2026 in Review

AMG National Trust Bank reduced its Otis Worldwide (OTIS) stake by 30% in Q2 2026, selling an estimated $418K and leaving 13,099 shares worth $938K. The position accounts for 0.02% of the portfolio, ranked #276.

AMG National Trust Bank first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.95M in Q1 2024. 1,233 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • AMG National Trust Bank held 13,099 shares of Otis Worldwide worth $938K as of Q2 2026.
  • AMG National Trust Bank sold 5,591 Otis Worldwide shares in Q2 2026, an estimated $418K.
  • Otis Worldwide made up 0.02% of AMG National Trust Bank's portfolio in Q2 2026, its #276 holding.
  • AMG National Trust Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • AMG National Trust Bank's Otis Worldwide position peaked at $2.95M in Q1 2024.
  • 1,233 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.