Advisory Services Network’s Otter Tail OTTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,499
Closed -$132K 3875
2026
Q1
$132K Buy
+1,499
New +$130K ﹤0.01% 2048
2025
Q4
Sell
-1,489
Closed -$122K 3506
2025
Q3
$122K Buy
+1,489
New +$121K ﹤0.01% 1962
2024
Q1
Sell
-438
Closed -$37.2K 2972
2023
Q4
$37.2K Buy
+438
New +$33.8K ﹤0.01% 2174
2020
Q4
Sell
-24
Closed -$978 3587
2020
Q3
$1K Buy
+24
New +$923 ﹤0.01% 3369

Other funds holding OTTR

Advisory Services Network's OTTR Position: Q2 2026 in Review

Advisory Services Network sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 1,499 shares — an estimated $132K sold.

Advisory Services Network first reported a position in OTTR in Q3 2020 and held it in 4 quarters. The position peaked at $132K in Q1 2026. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Advisory Services Network reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 1,499 Otter Tail shares in Q2 2026, an estimated $132K.
  • Advisory Services Network first reported a position in Otter Tail in Q3 2020 and held it in 4 quarters.
  • Advisory Services Network's Otter Tail position peaked at $132K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.