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Beacon Pointe Advisors’s Otter Tail OTTR Stock Holding History

Beacon Pointe Advisors’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Beacon Pointe Advisors's OTTR Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Otter Tail (OTTR) stake by 8.6% in Q1 2026, buying an estimated $20.7K and bringing the position to 3,029 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Beacon Pointe Advisors first reported a position in OTTR in Q4 2023 and has held it in 4 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Beacon Pointe Advisors held 3,029 shares of Otter Tail worth $266K as of Q1 2026.
  • Beacon Pointe Advisors bought 239 Otter Tail shares in Q1 2026, an estimated $20.7K.
  • Otter Tail made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1602 holding.
  • Beacon Pointe Advisors first reported a position in Otter Tail in Q4 2023 and has held it in 4 quarters since.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.