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Daymark Wealth Partners’s Otter Tail OTTR Stock Holding History

Daymark Wealth Partners’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 		$216K Hold
2,400
– – 0.01% 741
2026
Q1 		$211K Buy
+2,400
New +$208K 0.01% 699
2024
Q3 		– Sell
-2,400
Closed -$210K – 525
2024
Q2 		$210K Hold
2,400
– – 0.01% 473
2024
Q1 		$207K Hold
2,400
– – 0.01% 411
2023
Q4 		$204K Buy
+2,400
New +$185K 0.01% 384

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Daymark Wealth Partners's OTTR Position: Q2 2026 in Review

Daymark Wealth Partners held its Otter Tail (OTTR) position steady in Q2 2026 at 2,400 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #741.

Daymark Wealth Partners first reported a position in OTTR in Q4 2023 and has held it in 5 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Daymark Wealth Partners held 2,400 shares of Otter Tail worth $216K as of Q2 2026.
  • Daymark Wealth Partners left its Otter Tail share count unchanged in Q2 2026.
  • Otter Tail made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #741 holding.
  • Daymark Wealth Partners first reported a position in Otter Tail in Q4 2023 and has held it in 5 quarters since.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.