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HFM Investment Advisors’s Otter Tail OTTR Stock Holding History

HFM Investment 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
2026
Q2 		$630 Buy
7
+5
+250% +$442 ﹤0.01% 907
2026
Q1 		$176 Hold
2
– – ﹤0.01% 1025
2025
Q4 		$162 Hold
2
– – ﹤0.01% 1076
2025
Q3 		$164 Sell
2
-1
-33% -$81 ﹤0.01% 1057
2025
Q2 		$231 Buy
3
+2
+200% +$156 ﹤0.01% 936
2025
Q1 		$81 Buy
+1
New +$79 ﹤0.01% 922

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

HFM Investment Advisors's OTTR Position: Q2 2026 in Review

HFM Investment Advisors increased its Otter Tail (OTTR) stake by 250% in Q2 2026, buying an estimated $442 and bringing the position to 7 shares worth $630. The position accounts for ﹤0.01% of the portfolio, ranked #907.

HFM Investment Advisors first reported a position in OTTR in Q1 2025 and has held it in 6 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • HFM Investment Advisors held 7 shares of Otter Tail worth $630 as of Q2 2026.
  • HFM Investment Advisors bought 5 Otter Tail shares in Q2 2026, an estimated $442.
  • Otter Tail made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #907 holding.
  • HFM Investment Advisors first reported a position in Otter Tail in Q1 2025 and has held it in 6 quarters since.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.