Wellington Management Group
OTTR icon

Wellington Management Group’s Otter Tail OTTR Stock Holding History

Wellington Management Group’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
Q1 		– Sell
-35,029
Closed -$2.83M – 1977
2025
Q4 		$2.83M Buy
+35,029
New +$2.84M ﹤0.01% 1520
2022
Q4 		– Sell
-5,293
Closed -$326K – 2084
2022
Q3 		$326K Hold
5,293
– – ﹤0.01% 1896
2022
Q2 		$355K Hold
5,293
– – ﹤0.01% 1913
2022
Q1 		$331K Hold
5,293
– – ﹤0.01% 1998
2021
Q4 		$378K Buy
+5,293
New +$342K ﹤0.01% 2036

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wellington Management Group's OTTR Position: Q1 2026 in Review

Wellington Management Group sold out of Otter Tail (OTTR) in Q1 2026, closing a stake of 35,029 shares — an estimated $2.83M sold.

Wellington Management Group first reported a position in OTTR in Q4 2021 and held it in 5 quarters. The position peaked at $2.83M in Q4 2025. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Wellington Management Group reported no remaining Otter Tail position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 35,029 Otter Tail shares in Q1 2026, an estimated $2.83M.
  • Wellington Management Group first reported a position in Otter Tail in Q4 2021 and held it in 5 quarters.
  • Wellington Management Group's Otter Tail position peaked at $2.83M in Q4 2025.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.