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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
2021
Q4 		– Sell
-20,000
Closed -$1.65M – 460
2021
Q3 		$1.65M Hold
20,000
– – 0.05% 214
2021
Q2 		$1.64M Buy
+20,000
New +$1.54M 0.05% 211

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AMG National Trust Bank's OTIS Position: Q1 2026 in Review

AMG National Trust Bank increased its Otis Worldwide (OTIS) stake by 0.55% in Q1 2026, buying an estimated $9.01K and bringing the position to 18,690 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #271.

AMG National Trust Bank first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.95M in Q1 2024. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • AMG National Trust Bank held 18,690 shares of Otis Worldwide worth $1.44M as of Q1 2026.
  • AMG National Trust Bank bought 103 Otis Worldwide shares in Q1 2026, an estimated $9.01K.
  • Otis Worldwide made up 0.03% of AMG National Trust Bank's portfolio in Q1 2026, its #271 holding.
  • AMG National Trust Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • AMG National Trust Bank's Otis Worldwide position peaked at $2.95M in Q1 2024.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.