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Bell Investment Advisors’s Otter Tail OTTR Stock Holding History

Bell Investment 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
Q2 		$1.35K Hold
15
– – ﹤0.01% 1467
2026
Q1 		$1.32K Hold
15
– – ﹤0.01% 1468
2025
Q4 		$1.21K Sell
15
-36
-71% -$2.92K ﹤0.01% 1496
2025
Q3 		$4.18K Sell
51
-5
-9% -$405 ﹤0.01% 1014
2025
Q2 		$4.32K Sell
56
-4
-7% -$312 ﹤0.01% 1052
2025
Q1 		$4.82K Buy
60
+6
+11% +$475 ﹤0.01% 927
2024
Q4 		$3.99K Buy
54
+25
+86% +$1.96K ﹤0.01% 1031
2024
Q3 		$2.27K Sell
29
-12
-29% -$1.04K ﹤0.01% 1305
2024
Q2 		$3.59K Hold
41
– – ﹤0.01% 1088
2024
Q1 		$3.54K Buy
41
+6
+17% +$522 ﹤0.01% 1091
2023
Q4 		$2.97K Sell
35
-8
-19% -$618 ﹤0.01% 1156
2023
Q3 		$3.27K Sell
43
-4
-9% -$328 ﹤0.01% 1033
2023
Q2 		$3.71K Sell
47
-6
-11% -$451 ﹤0.01% 975
2023
Q1 		$3.83K Buy
53
+8
+18% +$531 ﹤0.01% 909
2022
Q4 		$2.64K Sell
45
-20
-31% -$1.2K ﹤0.01% 1138
2022
Q3 		$4K Buy
65
+46
+242% +$3.32K ﹤0.01% 819
2022
Q2 		$1K Buy
+19
New +$1.21K ﹤0.01% 1531
2021
Q4 		$2K Sell
26
-16
-38% -$1.03K ﹤0.01% 1195
2021
Q3 		$2K Buy
+42
New +$2.23K ﹤0.01% 1121

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

Bell Investment Advisors's OTTR Position: Q2 2026 in Review

Bell Investment Advisors held its Otter Tail (OTTR) position steady in Q2 2026 at 15 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Bell Investment Advisors first reported a position in OTTR in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.82K in Q1 2025. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Bell Investment Advisors held 15 shares of Otter Tail worth $1.35K as of Q2 2026.
  • Bell Investment Advisors left its Otter Tail share count unchanged in Q2 2026.
  • Otter Tail made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1467 holding.
  • Bell Investment Advisors first reported a position in Otter Tail in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Otter Tail position peaked at $4.82K in Q1 2025.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.