Position in OTTR
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$257,522
+$43,715 QoQ
Shares Held
2,862
+17.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#229
of 362 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Corient Private Wealth LLC holds $128,708,334 across 7 Conglomerates names. OTTR ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
268,700 | $60,161,929 | |
| 2 | MMM |
3M Co
|
288,761 | $46,753,292 | |
| 3 | VMI |
Valmont Industries Inc
|
26,960 | $15,572,095 | |
| 4 | SEB |
Seaboard Corp /De/
|
531 | $2,370,559 | |
| 5 | AIAI |
AIAI Holdings Corp
|
162,866 | $2,265,466 | |
| 6 | GHC |
Graham Holdings Co
|
1,163 | $1,327,471 | |
| 7 | OTTR |
Otter Tail Corp
This page
|
2,862 | $257,522 |
All Filings in OTTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,522 | 2,862 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $213,807 | 2,436 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $377,825 | 4,834 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $396,344 | 4,525 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $396,835 | 4,593 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $411,339 | 4,841 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $339,665 | 4,474 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $318,287 | 4,031 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $325,358 | 4,502 | Shares | Other | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||