Ankerstar Wealth’s Otter Tail OTTR Stock Holding History

Ankerstar Wealth’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	$360	Hold	4	–	–	﹤0.01%	755
2026 Q1	$351	Hold	4	–	–	﹤0.01%	716
2025 Q4	$323	Buy	+4	New	+$324	﹤0.01%	764

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

Ankerstar Wealth's OTTR Position: Q2 2026 in Review

Ankerstar Wealth held its Otter Tail (OTTR) position steady in Q2 2026 at 4 shares worth $360. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Ankerstar Wealth first reported a position in OTTR in Q4 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Ankerstar Wealth held 4 shares of Otter Tail worth $360 as of Q2 2026.
Ankerstar Wealth left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up ﹤0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #755 holding.
Ankerstar Wealth first reported a position in Otter Tail in Q4 2025 and has held it in 3 quarters since.
359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.