Atlas Brown’s Otter Tail OTTR Stock Holding History

Atlas Brown’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	$314K	Hold	3,491	–	–	0.08%	192
2026 Q1	$306K	Hold	3,491	–	–	0.09%	179
2025 Q4	$282K	Hold	3,491	–	–	0.08%	190
2025 Q3	$286K	Hold	3,491	–	–	0.08%	186
2025 Q2	$269K	Hold	3,491	–	–	0.09%	186
2025 Q1	$281K	Hold	3,491	–	–	0.1%	172
2024 Q4	$258K	Hold	3,491	–	–	0.09%	182
2024 Q3	$273K	Hold	3,491	–	–	0.09%	177
2024 Q2	$306K	Hold	3,491	–	–	0.11%	163
2024 Q1	$302K	Hold	3,491	–	–	0.11%	160
2023 Q4	$297K	Hold	3,491	–	–	0.12%	146
2023 Q3	$265K	Buy	+3,491	New	+$287K	0.12%	150

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

Atlas Brown's OTTR Position: Q2 2026 in Review

Atlas Brown held its Otter Tail (OTTR) position steady in Q2 2026 at 3,491 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #192.

Atlas Brown first reported a position in OTTR in Q3 2023 and has held it in 12 quarters since. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Atlas Brown held 3,491 shares of Otter Tail worth $314K as of Q2 2026.
Atlas Brown left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up 0.08% of Atlas Brown's portfolio in Q2 2026, its #192 holding.
Atlas Brown first reported a position in Otter Tail in Q3 2023 and has held it in 12 quarters since.
360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.