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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Amica Mutual Insurance's OTIS Position: Q1 2026 in Review

Amica Mutual Insurance held its Otis Worldwide (OTIS) position steady in Q1 2026 at 66,982 shares worth $5.16M. The position accounts for 0.44% of the portfolio, ranked #60.

Amica Mutual Insurance first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $10.1M in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Amica Mutual Insurance held 66,982 shares of Otis Worldwide worth $5.16M as of Q1 2026.
Amica Mutual Insurance left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.44% of Amica Mutual Insurance's portfolio in Q1 2026, its #60 holding.
Amica Mutual Insurance first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
Amica Mutual Insurance's Otis Worldwide position peaked at $10.1M in Q4 2021.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Amica Mutual Insurance's 13F filing for Q1 2026, filed 6 May 2026.