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HM Payson & Co’s Otter Tail OTTR Stock Holding History

HM Payson & Co’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 		$105K Hold
1,172
– – ﹤0.01% 557
2026
Q1 		$103K Hold
1,172
– – ﹤0.01% 551
2025
Q4 		$94.7K Sell
1,172
-172
-13% -$13.9K ﹤0.01% 576
2025
Q3 		$110K Buy
+1,344
New +$109K ﹤0.01% 542
2023
Q2 		– Sell
-100
Closed -$7.23K – 1041
2023
Q1 		$7.23K Hold
100
– – ﹤0.01% 828
2022
Q4 		$5.87K Hold
100
– – ﹤0.01% 790
2022
Q3 		$6K Hold
100
– – ﹤0.01% 840
2022
Q2 		$7K Hold
100
– – ﹤0.01% 859
2022
Q1 		$6K Hold
100
– – ﹤0.01% 892
2021
Q4 		$7K Buy
+100
New +$6.46K ﹤0.01% 907

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

HM Payson & Co's OTTR Position: Q2 2026 in Review

HM Payson & Co held its Otter Tail (OTTR) position steady in Q2 2026 at 1,172 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

HM Payson & Co first reported a position in OTTR in Q4 2021 and has held it in 10 quarters since. The position peaked at $110K in Q3 2025. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • HM Payson & Co held 1,172 shares of Otter Tail worth $105K as of Q2 2026.
  • HM Payson & Co left its Otter Tail share count unchanged in Q2 2026.
  • Otter Tail made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #557 holding.
  • HM Payson & Co first reported a position in Otter Tail in Q4 2021 and has held it in 10 quarters since.
  • HM Payson & Co's Otter Tail position peaked at $110K in Q3 2025.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.