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Clearstead Advisors’s Otter Tail OTTR Stock Holding History

Clearstead 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 		$1.89K Buy
+21
New +$1.85K ﹤0.01% 2502
2025
Q4 		– Sell
-127
Closed -$10.4K – 3116
2025
Q3 		$10.4K Buy
+127
New +$10.3K ﹤0.01% 1920

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Clearstead Advisors's OTTR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Otter Tail (OTTR) in Q2 2026: 21 shares worth $1.89K. The stake represents ﹤0.01% of the portfolio and ranks #2502 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in OTTR as recently as Q3 2025.

Clearstead Advisors first reported a position in OTTR in Q3 2025 and has held it in 2 quarters since. The position peaked at $10.4K in Q3 2025. 170 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Clearstead Advisors held 21 shares of Otter Tail worth $1.89K as of Q2 2026.
  • Otter Tail was a new Clearstead Advisors position in Q2 2026.
  • Otter Tail made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2502 holding.
  • Clearstead Advisors first reported a position in Otter Tail in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Otter Tail position peaked at $10.4K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.