Beacon Pointe Advisors’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
$274K Buy
3,049
+20
+0.7% +$1.77K ﹤0.01% 1651
2026
Q1
$266K Buy
3,029
+239
+9% +$20.7K ﹤0.01% 1602
2025
Q4
$225K Buy
+2,790
New +$226K ﹤0.01% 1387
2024
Q3
Sell
-2,391
Closed -$209K 1288
2024
Q2
$209K Buy
+2,391
New +$209K ﹤0.01% 1180
2024
Q1
Sell
-2,580
Closed -$219K 1391
2023
Q4
$219K Buy
+2,580
New +$199K ﹤0.01% 1189

Other funds holding OTTR

Beacon Pointe Advisors's OTTR Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Otter Tail (OTTR) stake by 0.66% in Q2 2026, buying an estimated $1.77K and bringing the position to 3,049 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Beacon Pointe Advisors first reported a position in OTTR in Q4 2023 and has held it in 5 quarters since. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Beacon Pointe Advisors held 3,049 shares of Otter Tail worth $274K as of Q2 2026.
  • Beacon Pointe Advisors bought 20 Otter Tail shares in Q2 2026, an estimated $1.77K.
  • Otter Tail made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1651 holding.
  • Beacon Pointe Advisors first reported a position in Otter Tail in Q4 2023 and has held it in 5 quarters since.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.