Clearstead Trust’s Otter Tail OTTR Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-8	Closed	-$656	–	1369
2025 Q3	$656	Hold	8	–	–	﹤0.01%	1325
2025 Q2	$617	Buy	+8	New	+$625	﹤0.01%	1290

Other funds holding OTTR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clearstead Trust's OTTR Position: Q4 2025 in Review

Clearstead Trust sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 8 shares — an estimated $656 sold.

Clearstead Trust first reported a position in OTTR in Q2 2025 and held it in 2 quarters. The position peaked at $656 in Q3 2025. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

Clearstead Trust reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 8 Otter Tail shares in Q4 2025, an estimated $656.
Clearstead Trust first reported a position in Otter Tail in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Otter Tail position peaked at $656 in Q3 2025.
354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.