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Hennion & Walsh Asset Management’s Otter Tail OTTR Stock Holding History

Hennion & Walsh Asset 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
2026
Q2 		$875K Buy
9,729
+4,617
+90% +$408K 0.03% 596
2026
Q1 		$449K Buy
+5,112
New +$442K 0.02% 740

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Hennion & Walsh Asset Management's OTTR Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Otter Tail (OTTR) stake by 90% in Q2 2026, buying an estimated $408K and bringing the position to 9,729 shares worth $875K. The position accounts for 0.03% of the portfolio, ranked #596.

Hennion & Walsh Asset Management first reported a position in OTTR in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Hennion & Walsh Asset Management held 9,729 shares of Otter Tail worth $875K as of Q2 2026.
  • Hennion & Walsh Asset Management bought 4,617 Otter Tail shares in Q2 2026, an estimated $408K.
  • Otter Tail made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #596 holding.
  • Hennion & Walsh Asset Management first reported a position in Otter Tail in Q1 2026 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.