Belpointe Asset Management’s Otter Tail OTTR Stock Holding History

Belpointe Asset 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 Q1	–	Sell	-9,748	Closed	-$788K	–	1160
2025 Q4	$788K	Buy	+9,748	New	+$790K	0.03%	518

Other funds holding OTTR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Belpointe Asset Management's OTTR Position: Q1 2026 in Review

Belpointe Asset Management sold out of Otter Tail (OTTR) in Q1 2026, closing a stake of 9,748 shares — an estimated $788K sold.

Belpointe Asset Management first reported a position in OTTR in Q4 2025 and held it in 1 quarter. The position peaked at $788K in Q4 2025. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Belpointe Asset Management reported no remaining Otter Tail position as of Q1 2026 after selling out during the quarter.
Belpointe Asset Management sold 9,748 Otter Tail shares in Q1 2026, an estimated $788K.
Belpointe Asset Management first reported a position in Otter Tail in Q4 2025 and held it in 1 quarter.
Belpointe Asset Management's Otter Tail position peaked at $788K in Q4 2025.
346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.