Position in OTTR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$675,299
+$216,613 QoQ
Shares Held
7,505
+43.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#158
of 358 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $217,899,751 across 6 Conglomerates names. OTTR ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
641,123 | $143,547,439 | |
| 2 | MMM |
3M Co
|
280,972 | $45,492,176 | |
| 3 | VMI |
Valmont Industries Inc
|
45,778 | $26,441,372 | |
| 4 | GHC |
Graham Holdings Co
|
1,061 | $1,211,046 | |
| 5 | OTTR |
Otter Tail Corp
This page
|
7,505 | $675,299 | |
| 6 | TTI |
Tetra Technologies Inc
|
46,992 | $532,419 |
All Filings in OTTR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675,299 | 7,505 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $458,686 | 5,226 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $268,450 | 3,322 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $442,801 | 5,402 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $515,500 | 6,687 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $535,344 | 6,661 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $383,672 | 5,196 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $412,372 | 5,276 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $367,702 | 4,198 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $757,209 | 8,764 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $860,321 | 10,125 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $776,206 | 10,224 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,145,314 | 14,505 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $616,738 | 266,777 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $884,994 | 15,074 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,164,204 | 18,924 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,149,936 | 17,130 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $762,812 | 12,205 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $459,373 | 6,432 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $205,130 | 3,665 | Shares | Sole | 2021-10-07 | |
| No filing history on record for this holder in this stock. | ||||||