Hendershot Investments’s Otter Tail OTTR Stock Holding History

Hendershot Investments’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
2026 Q2	$450K	Hold	5,000	–	–	0.06%	91
2026 Q1	$439K	Hold	5,000	–	–	0.06%	89
2025 Q4	$404K	Hold	5,000	–	–	0.05%	87
2025 Q3	$410K	Hold	5,000	–	–	0.05%	89
2025 Q2	$385K	Hold	5,000	–	–	0.05%	91
2025 Q1	$402K	Hold	5,000	–	–	0.05%	90
2024 Q4	$369K	Hold	5,000	–	–	0.05%	93
2024 Q3	$391K	Hold	5,000	–	–	0.05%	93
2024 Q2	$438K	Hold	5,000	–	–	0.06%	91
2024 Q1	$432K	Hold	5,000	–	–	0.06%	90
2023 Q4	$425K	Hold	5,000	–	–	0.07%	91
2023 Q3	$380K	Hold	5,000	–	–	0.06%	93
2023 Q2	$395K	Hold	5,000	–	–	0.06%	93
2023 Q1	$361K	Hold	5,000	–	–	0.06%	102
2022 Q4	$294K	Hold	5,000	–	–	0.05%	115
2022 Q3	$308K	Hold	5,000	–	–	0.06%	109
2022 Q2	$336K	Hold	5,000	–	–	0.06%	108
2022 Q1	$313K	Hold	5,000	–	–	0.05%	118
2021 Q4	$357K	Hold	5,000	–	–	0.05%	114
2021 Q3	$280K	Hold	5,000	–	–	0.05%	80
2021 Q2	$244K	Hold	5,000	–	–	0.05%	79
2021 Q1	$231K	Hold	5,000	–	–	0.05%	78
2020 Q4	$213K	Hold	5,000	–	–	0.05%	79
2020 Q3	$181K	Hold	5,000	–	–	0.05%	76
2020 Q2	$194K	Hold	5,000	–	–	0.06%	70
2020 Q1	$222K	Hold	5,000	–	–	0.08%	64
2019 Q4	$256K	Hold	5,000	–	–	0.08%	68
2019 Q3	$269K	Hold	5,000	–	–	0.09%	64
2019 Q2	$264K	Hold	5,000	–	–	0.09%	64
2019 Q1	$249K	Buy	+5,000	New	+$246K	0.09%	63

Other funds holding OTTR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Hendershot Investments's OTTR Position: Q2 2026 in Review

Hendershot Investments held its Otter Tail (OTTR) position steady in Q2 2026 at 5,000 shares worth $450K. The position accounts for 0.06% of the portfolio, ranked #91.

Hendershot Investments first reported a position in OTTR in Q1 2019 and has held it in 30 quarters since. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Hendershot Investments held 5,000 shares of Otter Tail worth $450K as of Q2 2026.
Hendershot Investments left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up 0.06% of Hendershot Investments's portfolio in Q2 2026, its #91 holding.
Hendershot Investments first reported a position in Otter Tail in Q1 2019 and has held it in 30 quarters since.
362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Hendershot Investments's 13F filing for Q2 2026, filed 12 Aug 2026.