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Blue Trust Inc’s Otter Tail OTTR Stock Holding History

Blue Trust Inc’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 		– Sell
-24
Closed -$2.11K – 2600
2026
Q1 		$2.11K Sell
24
-7
-23% -$606 ﹤0.01% 2131
2025
Q4 		$2.5K Sell
31
-233
-88% -$18.9K ﹤0.01% 2112
2025
Q3 		$21.6K Hold
264
– – ﹤0.01% 1639
2025
Q2 		$20.4K Sell
264
-125
-32% -$9.76K ﹤0.01% 1674
2025
Q1 		$31.3K Sell
389
-75
-16% -$5.94K ﹤0.01% 1541
2024
Q4 		$34.3K Sell
464
-986
-68% -$77.2K ﹤0.01% 1467
2024
Q3 		$127K Sell
1,450
-130
-8% -$11.3K ﹤0.01% 1092
2024
Q2 		$137K Buy
1,580
+501
+46% +$43.9K ﹤0.01% 843
2024
Q1 		$93.2K Buy
1,079
+45
+4% +$3.91K ﹤0.01% 735
2023
Q4 		$78K Buy
1,034
+362
+54% +$28K ﹤0.01% 787
2023
Q3 		$53K Buy
672
+278
+71% +$22.8K ﹤0.01% 828
2023
Q2 		$28K Sell
394
-82
-17% -$6.16K ﹤0.01% 917
2023
Q1 		$28K Sell
476
-62
-12% -$4.12K ﹤0.01% 1257
2022
Q4 		$33K Buy
538
+173
+47% +$10.4K ﹤0.01% 1099
2022
Q3 		$25K Buy
365
+49
+16% +$3.53K ﹤0.01% 1006
2022
Q2 		$20K Buy
+316
New +$20.1K ﹤0.01% 956

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

Blue Trust Inc's OTTR Position: Q2 2026 in Review

Blue Trust Inc sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 24 shares — an estimated $2.11K sold.

Blue Trust Inc first reported a position in OTTR in Q2 2022 and held it in 16 quarters. The position peaked at $137K in Q2 2024. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Blue Trust Inc reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 24 Otter Tail shares in Q2 2026, an estimated $2.11K.
  • Blue Trust Inc first reported a position in Otter Tail in Q2 2022 and held it in 16 quarters.
  • Blue Trust Inc's Otter Tail position peaked at $137K in Q2 2024.
  • 360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.