Abound Wealth Management’s Otter Tail OTTR Stock Holding History

Abound 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	$103K	Sell	1,149 -2	-0.2%	-$177	0.02%	156
2026 Q1	$101K	Hold	1,151	–	–	0.02%	150
2025 Q4	$93K	Hold	1,151	–	–	0.02%	148
2025 Q3	$94.3K	Hold	1,151	–	–	0.02%	140
2025 Q2	$88.7K	Hold	1,151	–	–	0.03%	139
2025 Q1	$92.5K	Sell	1,151 -1	-0.1%	-$79	0.03%	122
2024 Q4	$85K	Hold	1,152	–	–	0.03%	124
2024 Q3	$90K	Sell	1,152 -1	-0.1%	-$87	0.03%	115
2024 Q2	$101K	Buy	1,153 +1,149	+28,725%	+$101K	0.04%	90
2024 Q1	$346	Hold	4	–	–	﹤0.01%	1066
2023 Q4	$340	Sell	4 -1	-20%	-$77	﹤0.01%	1107
2023 Q3	$380	Hold	5	–	–	﹤0.01%	907
2023 Q2	$395	Buy	+5	New	+$375	﹤0.01%	936

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Abound Wealth Management reduced its Otter Tail (OTTR) stake by 0.17% in Q2 2026, selling an estimated $177 and leaving 1,149 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #156.

Abound Wealth Management first reported a position in OTTR in Q2 2023 and has held it in 13 quarters since. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Abound Wealth Management held 1,149 shares of Otter Tail worth $103K as of Q2 2026.
Abound Wealth Management sold 2 Otter Tail shares in Q2 2026, an estimated $177.
Otter Tail made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #156 holding.
Abound Wealth Management first reported a position in Otter Tail in Q2 2023 and has held it in 13 quarters since.
360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.