Amica Mutual Insurance’s Otis Worldwide OTIS Stock Holding History

Amica Mutual Insurance’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	$4.59M	Sell	64,106 -2,876	-4%	-$215K	0.38%	62
2026 Q1	$5.16M	Hold	66,982	–	–	0.44%	60
2025 Q4	$5.85M	Hold	66,982	–	–	0.51%	51
2025 Q3	$6.12M	Hold	66,982	–	–	0.56%	43
2025 Q2	$6.63M	Hold	66,982	–	–	0.64%	38
2025 Q1	$6.91M	Sell	66,982 -11,500	-15%	-$1.12M	0.76%	36
2024 Q4	$7.27M	Hold	78,482	–	–	0.74%	38
2024 Q3	$8.16M	Hold	78,482	–	–	0.79%	34
2024 Q2	$7.55M	Hold	78,482	–	–	0.75%	38
2024 Q1	$7.79M	Hold	78,482	–	–	0.79%	32
2023 Q4	$7.02M	Hold	78,482	–	–	0.76%	42
2023 Q3	$6.3M	Hold	78,482	–	–	0.74%	39
2023 Q2	$6.99M	Sell	78,482 -6,825	-8%	-$575K	0.79%	39
2023 Q1	$7.2M	Buy	85,307 +36,779	+76%	+$3.04M	0.8%	40
2022 Q4	$3.8M	Sell	48,528 -4,517	-9%	-$333K	0.48%	58
2022 Q3	$3.38M	Sell	53,045 -9,511	-15%	-$696K	0.48%	73
2022 Q2	$4.42M	Hold	62,556	–	–	0.56%	61
2022 Q1	$4.81M	Sell	62,556 -53,760	-46%	-$4.3M	0.57%	64
2021 Q4	$10.1M	Hold	116,316	–	–	0.86%	30
2021 Q3	$9.57M	Hold	116,316	–	–	1%	31
2021 Q2	$9.51M	Hold	116,316	–	–	1%	28
2021 Q1	$7.96M	Sell	116,316 -6,725	-5%	-$440K	0.91%	30
2020 Q4	$8.31M	Hold	123,041	–	–	0.91%	28
2020 Q3	$7.68M	Buy	123,041 +57,411	+87%	+$3.51M	0.92%	26
2020 Q2	$3.73M	Buy	+65,630	New	+$3.4M	0.45%	66

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Amica Mutual Insurance's OTIS Position: Q2 2026 in Review

Amica Mutual Insurance reduced its Otis Worldwide (OTIS) stake by 4.3% in Q2 2026, selling an estimated $215K and leaving 64,106 shares worth $4.59M. The position accounts for 0.38% of the portfolio, ranked #62.

Amica Mutual Insurance first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $10.1M in Q4 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Amica Mutual Insurance held 64,106 shares of Otis Worldwide worth $4.59M as of Q2 2026.
Amica Mutual Insurance sold 2,876 Otis Worldwide shares in Q2 2026, an estimated $215K.
Otis Worldwide made up 0.38% of Amica Mutual Insurance's portfolio in Q2 2026, its #62 holding.
Amica Mutual Insurance first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Amica Mutual Insurance's Otis Worldwide position peaked at $10.1M in Q4 2021.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Amica Mutual Insurance's 13F filing for Q2 2026, filed 5 Aug 2026.