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Hemington Wealth Management’s Otter Tail OTTR Stock Holding History

Hemington Wealth Management’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 		$19K Buy
240
+1
+0.4% +$81 ﹤0.01% 647
2025
Q2 		$18K Sell
239
-11
-4% -$859 ﹤0.01% 665
2025
Q1 		$20K Buy
250
+20
+9% +$1.58K ﹤0.01% 580
2024
Q4 		$16K Buy
230
+5
+2% +$392 ﹤0.01% 618
2024
Q3 		$17K Buy
+225
New +$19.5K ﹤0.01% 559

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

Hemington Wealth Management's OTTR Position: Q3 2025 in Review

Hemington Wealth Management increased its Otter Tail (OTTR) stake by 0.42% in Q3 2025, buying an estimated $81 and bringing the position to 240 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Hemington Wealth Management first reported a position in OTTR in Q3 2024 and has held it in 5 quarters since. The position peaked at $20K in Q1 2025. 343 funds tracked by Wall St. Rank hold OTTR as of Q3 2025.

  • Hemington Wealth Management held 240 shares of Otter Tail worth $19K as of Q3 2025.
  • Hemington Wealth Management bought 1 Otter Tail share in Q3 2025, an estimated $81.
  • Otter Tail made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #647 holding.
  • Hemington Wealth Management first reported a position in Otter Tail in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Otter Tail position peaked at $20K in Q1 2025.
  • 343 funds tracked by Wall St. Rank held Otter Tail as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.