Amica Retiree Medical Trust’s Otis Worldwide OTIS Stock Holding History

Amica Retiree Medical Trust’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
2025 Q3	$526K	Hold	5,752	–	–	0.72%	43
2025 Q2	$570K	Hold	5,752	–	–	0.82%	36
2025 Q1	$594K	Sell	5,752 -2,842	-33%	-$278K	0.91%	34
2024 Q4	$796K	Sell	8,594 -745	-8%	-$74.7K	0.75%	35
2024 Q3	$971K	Buy	+9,339	New	+$890K	0.81%	32
2023 Q3	$796K	Hold	9,909	–	–	0.94%	37
2023 Q2	$882K	Sell	9,909 -633	-6%	-$53.3K	0.98%	38
2023 Q1	$890K	Buy	10,542 +4,227	+67%	+$350K	0.94%	40
2022 Q4	$495K	Sell	6,315 -60	-0.9%	-$4.43K	0.64%	58
2022 Q3	$407K	Sell	6,375 -983	-13%	-$71.9K	0.51%	73
2022 Q2	$520K	Hold	7,358	–	–	0.59%	62
2022 Q1	$566K	Sell	7,358 -5,966	-45%	-$477K	0.53%	65
2021 Q4	$1.16M	Hold	13,324	–	–	0.99%	31
2021 Q3	$1.1M	Sell	13,324 -5,875	-31%	-$517K	0.99%	31
2021 Q2	$1.57M	Hold	19,199	–	–	0.99%	30
2021 Q1	$1.31M	Hold	19,199	–	–	0.89%	30
2020 Q4	$1.3M	Hold	19,199	–	–	0.91%	28
2020 Q3	$1.2M	Buy	19,199 +9,002	+88%	+$551K	0.93%	26
2020 Q2	$580K	Buy	+10,197	New	+$528K	0.46%	67

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Amica Retiree Medical Trust's OTIS Position: Q3 2025 in Review

Amica Retiree Medical Trust held its Otis Worldwide (OTIS) position steady in Q3 2025 at 5,752 shares worth $526K. The position accounts for 0.72% of the portfolio, ranked #43.

Amica Retiree Medical Trust first reported a position in OTIS in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.57M in Q2 2021. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

Amica Retiree Medical Trust held 5,752 shares of Otis Worldwide worth $526K as of Q3 2025.
Amica Retiree Medical Trust left its Otis Worldwide share count unchanged in Q3 2025.
Otis Worldwide made up 0.72% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #43 holding.
Amica Retiree Medical Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 19 quarters since.
Amica Retiree Medical Trust's Otis Worldwide position peaked at $1.57M in Q2 2021.
1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.