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Bellwether Advisors’s Otter Tail OTTR Stock Holding History

Bellwether Advisors’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-25
Closed -$1.93K – 435
2025
Q2 		$1.93K Hold
25
– – ﹤0.01% 496
2025
Q1 		$2.01K Hold
25
– – ﹤0.01% 436
2024
Q4 		$1.85K Buy
+25
New +$1.96K ﹤0.01% 448

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bellwether Advisors's OTTR Position: Q3 2025 in Review

Bellwether Advisors sold out of Otter Tail (OTTR) in Q3 2025, closing a stake of 25 shares — an estimated $1.93K sold.

Bellwether Advisors first reported a position in OTTR in Q4 2024 and held it in 3 quarters. The position peaked at $2.01K in Q1 2025. 343 funds tracked by Wall St. Rank hold OTTR as of Q3 2025.

  • Bellwether Advisors reported no remaining Otter Tail position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 25 Otter Tail shares in Q3 2025, an estimated $1.93K.
  • Bellwether Advisors first reported a position in Otter Tail in Q4 2024 and held it in 3 quarters.
  • Bellwether Advisors's Otter Tail position peaked at $2.01K in Q1 2025.
  • 343 funds tracked by Wall St. Rank held Otter Tail as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.