Curio Wealth’s Otter Tail OTTR Stock Holding History

Curio 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	–	Sell	-1	Closed	-$88	–	821
2026 Q1	$88	Buy	+1	New	+$87	﹤0.01%	997

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

Curio Wealth's OTTR Position: Q2 2026 in Review

Curio Wealth sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 1 share — an estimated $88 sold.

Curio Wealth first reported a position in OTTR in Q1 2026 and held it in 1 quarter. The position peaked at $88 in Q1 2026. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Curio Wealth reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Otter Tail share in Q2 2026, an estimated $88.
Curio Wealth first reported a position in Otter Tail in Q1 2026 and held it in 1 quarter.
Curio Wealth's Otter Tail position peaked at $88 in Q1 2026.
360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.