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DiNuzzo Private Wealth’s Otter Tail OTTR Stock Holding History

DiNuzzo 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 		$540 Hold
6
– – ﹤0.01% 1082
2026
Q1 		$527 Hold
6
– – ﹤0.01% 1075
2025
Q4 		$485 Sell
6
-1
-14% -$81 ﹤0.01% 1094
2025
Q3 		$588 Hold
7
– – ﹤0.01% 1051
2025
Q2 		$540 Hold
7
– – ﹤0.01% 1048
2025
Q1 		$563 Hold
7
– – ﹤0.01% 1006
2024
Q4 		$517 Hold
7
– – ﹤0.01% 1073
2024
Q3 		$548 Hold
7
– – ﹤0.01% 1080
2024
Q2 		$614 Hold
7
– – ﹤0.01% 969
2024
Q1 		$605 Buy
7
+1
+17% +$87 ﹤0.01% 913
2023
Q4 		$510 Buy
+6
New +$463 ﹤0.01% 975

Other funds holding OTTR

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
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

DiNuzzo Private Wealth held its Otter Tail (OTTR) position steady in Q2 2026 at 6 shares worth $540. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

DiNuzzo Private Wealth first reported a position in OTTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $614 in Q2 2024. 91 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • DiNuzzo Private Wealth held 6 shares of Otter Tail worth $540 as of Q2 2026.
  • DiNuzzo Private Wealth left its Otter Tail share count unchanged in Q2 2026.
  • Otter Tail made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1082 holding.
  • DiNuzzo Private Wealth first reported a position in Otter Tail in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Otter Tail position peaked at $614 in Q2 2024.
  • 91 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.