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Parkworth Wealth Management’s Otter Tail OTTR Stock Holding History

Parkworth 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
Q2 		$77 Hold
1
– – ﹤0.01% 1192
2025
Q1 		$80 Hold
1
– – ﹤0.01% 1000
2024
Q4 		$74 Buy
+1
New +$78 ﹤0.01% 1069

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Parkworth Wealth Management's OTTR Position: Q2 2025 in Review

Parkworth Wealth Management held its Otter Tail (OTTR) position steady in Q2 2025 at 1 share worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Parkworth Wealth Management first reported a position in OTTR in Q4 2024 and has held it in 3 quarters since. The position peaked at $80 in Q1 2025. 345 funds tracked by Wall St. Rank hold OTTR as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Otter Tail worth $77 as of Q2 2025.
  • Parkworth Wealth Management left its Otter Tail share count unchanged in Q2 2025.
  • Otter Tail made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1192 holding.
  • Parkworth Wealth Management first reported a position in Otter Tail in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Otter Tail position peaked at $80 in Q1 2025.
  • 345 funds tracked by Wall St. Rank held Otter Tail as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.