Buck Wealth Strategies’s Otter Tail OTTR Stock Holding History

Buck Wealth Strategies’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	$41.9K	Buy	+466	New	+$41.2K	﹤0.01%	363
2026 Q1	–	Sell	-72,905	Closed	-$5.89M	–	182
2025 Q4	$5.89M	Buy	72,905 +5,117	+8%	+$415K	0.75%	41
2025 Q3	$5.56M	Buy	67,788 +1,660	+3%	+$135K	0.76%	41
2025 Q2	$5.1M	Buy	66,128 +6,738	+11%	+$526K	0.78%	41
2025 Q1	$4.77M	Buy	59,390 +5,461	+10%	+$432K	0.87%	41
2024 Q4	$3.98M	Buy	+53,929	New	+$4.22M	0.83%	45

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Buck Wealth Strategies's OTTR Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Otter Tail (OTTR) in Q2 2026: 466 shares worth $41.9K. The stake represents ﹤0.01% of the portfolio and ranks #363 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in OTTR as recently as Q4 2025.

Buck Wealth Strategies first reported a position in OTTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.89M in Q4 2025. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Buck Wealth Strategies held 466 shares of Otter Tail worth $41.9K as of Q2 2026.
Otter Tail was a new Buck Wealth Strategies position in Q2 2026.
Otter Tail made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #363 holding.
Buck Wealth Strategies first reported a position in Otter Tail in Q4 2024 and has held it in 6 quarters since.
Buck Wealth Strategies's Otter Tail position peaked at $5.89M in Q4 2025.
362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.