Corient Private Wealth’s Otter Tail OTTR Stock Holding History

Corient Private Wealth’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	$295K	Buy	3,276 +840	+34%	+$74.2K	﹤0.01%	2560
2026 Q1	$214K	Buy	+2,436	New	+$211K	﹤0.01%	2523
2024 Q4	–	Sell	-4,834	Closed	-$378K	–	2484
2024 Q3	$378K	Buy	4,834 +309	+7%	+$26.7K	﹤0.01%	1896
2024 Q2	$396K	Sell	4,525 -68	-1%	-$5.95K	﹤0.01%	1765
2024 Q1	$397K	Sell	4,593 -248	-5%	-$21.6K	﹤0.01%	1747
2023 Q4	$411K	Buy	4,841 +367	+8%	+$28.3K	﹤0.01%	1711
2023 Q3	$340K	Buy	4,474 +443	+11%	+$36.4K	﹤0.01%	1695
2023 Q2	$318K	Sell	4,031 -471	-10%	-$35.4K	﹤0.01%	1670
2023 Q1	$325K	Buy	+4,502	New	+$299K	﹤0.01%	1576

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

Corient Private Wealth's OTTR Position: Q2 2026 in Review

Corient Private Wealth increased its Otter Tail (OTTR) stake by 34% in Q2 2026, buying an estimated $74.2K and bringing the position to 3,276 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

Corient Private Wealth first reported a position in OTTR in Q1 2023 and has held it in 9 quarters since. The position peaked at $411K in Q4 2023. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Corient Private Wealth held 3,276 shares of Otter Tail worth $295K as of Q2 2026.
Corient Private Wealth bought 840 Otter Tail shares in Q2 2026, an estimated $74.2K.
Otter Tail made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2560 holding.
Corient Private Wealth first reported a position in Otter Tail in Q1 2023 and has held it in 9 quarters since.
Corient Private Wealth's Otter Tail position peaked at $411K in Q4 2023.
359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.