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Vermillion Wealth Management’s Otter Tail OTTR Stock Holding History

Vermillion 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
2026
Q2 		$27.2K Sell
302
-1
-0.3% -$88 0.01% 804
2026
Q1 		$26.6K Buy
303
+3
+1% +$260 0.01% 268
2025
Q4 		$24.2K Hold
300
– – 0.01% 273
2025
Q3 		$24.6K Hold
300
– – 0.01% 804
2025
Q2 		$23.1K Sell
300
-18
-6% -$1.41K 0.01% 251
2025
Q1 		$25.6K Sell
318
-166
-34% -$13.1K 0.01% 648
2024
Q4 		$35.7K Buy
+484
New +$37.9K 0.02% 210

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

Vermillion Wealth Management's OTTR Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Otter Tail (OTTR) stake by 0.33% in Q2 2026, selling an estimated $88 and leaving 302 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #804.

Vermillion Wealth Management first reported a position in OTTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.7K in Q4 2024. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Vermillion Wealth Management held 302 shares of Otter Tail worth $27.2K as of Q2 2026.
  • Vermillion Wealth Management sold 1 Otter Tail share in Q2 2026, an estimated $88.
  • Otter Tail made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #804 holding.
  • Vermillion Wealth Management first reported a position in Otter Tail in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Otter Tail position peaked at $35.7K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.