Bay Harbor Wealth Management’s Otter Tail OTTR Stock Holding History

Bay Harbor 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	$450	Sell	5 -1	-17%	-$88	﹤0.01%	1085
2026 Q1	$526	Buy	6 +3	+100%	+$260	﹤0.01%	977
2025 Q4	$242	Buy	3 +1	+50%	+$81	﹤0.01%	1084
2025 Q3	$163	Hold	2	–	–	﹤0.01%	1083
2025 Q2	$154	Buy	2 +1	+100%	+$78	﹤0.01%	1008
2025 Q1	$80	Buy	+1	New	+$79	﹤0.01%	920

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

Bay Harbor Wealth Management's OTTR Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Otter Tail (OTTR) stake by 17% in Q2 2026, selling an estimated $88 and leaving 5 shares worth $450. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Bay Harbor Wealth Management first reported a position in OTTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $526 in Q1 2026. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Bay Harbor Wealth Management held 5 shares of Otter Tail worth $450 as of Q2 2026.
Bay Harbor Wealth Management sold 1 Otter Tail share in Q2 2026, an estimated $88.
Otter Tail made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1085 holding.
Bay Harbor Wealth Management first reported a position in Otter Tail in Q1 2025 and has held it in 6 quarters since.
Bay Harbor Wealth Management's Otter Tail position peaked at $526 in Q1 2026.
359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.