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Asset Planning Inc’s Otter Tail OTTR Stock Holding History

Asset Planning Inc’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 		$45K Hold
500
– – 0.03% 163
2026
Q1 		$43.9K Hold
500
– – 0.03% 158
2025
Q4 		$40.4K Hold
500
– – 0.03% 161
2025
Q3 		$41K Hold
500
– – 0.03% 160
2025
Q2 		$38.5K Hold
500
– – 0.03% 166
2025
Q1 		$40.2K Hold
500
– – 0.03% 158
2024
Q4 		$36.9K Buy
+500
New +$39.2K 0.03% 167

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Asset Planning Inc's OTTR Position: Q2 2026 in Review

Asset Planning Inc held its Otter Tail (OTTR) position steady in Q2 2026 at 500 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #163.

Asset Planning Inc first reported a position in OTTR in Q4 2024 and has held it in 7 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Asset Planning Inc held 500 shares of Otter Tail worth $45K as of Q2 2026.
  • Asset Planning Inc left its Otter Tail share count unchanged in Q2 2026.
  • Otter Tail made up 0.03% of Asset Planning Inc's portfolio in Q2 2026, its #163 holding.
  • Asset Planning Inc first reported a position in Otter Tail in Q4 2024 and has held it in 7 quarters since.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.