Empirical Wealth Management’s Otter Tail OTTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$506K Buy
5,628
+603
+12% +$53.3K 0.01% 675
2026
Q1
$441K Buy
5,025
+970
+24% +$83.9K 0.01% 623
2025
Q4
$328K Buy
+4,055
New +$329K 0.01% 667
2025
Q1
Sell
-8,178
Closed -$604K 698
2024
Q4
$604K Buy
8,178
+806
+11% +$63.1K 0.02% 353
2024
Q3
$576K Buy
7,372
+4,173
+130% +$361K 0.02% 349
2024
Q2
$280K Buy
+3,199
New +$280K 0.01% 469

Other funds holding OTTR

Empirical Wealth Management's OTTR Position: Q2 2026 in Review

Empirical Wealth Management increased its Otter Tail (OTTR) stake by 12% in Q2 2026, buying an estimated $53.3K and bringing the position to 5,628 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #675.

Empirical Wealth Management first reported a position in OTTR in Q2 2024 and has held it in 6 quarters since. The position peaked at $604K in Q4 2024. 210 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Empirical Wealth Management held 5,628 shares of Otter Tail worth $506K as of Q2 2026.
  • Empirical Wealth Management bought 603 Otter Tail shares in Q2 2026, an estimated $53.3K.
  • Otter Tail made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #675 holding.
  • Empirical Wealth Management first reported a position in Otter Tail in Q2 2024 and has held it in 6 quarters since.
  • Empirical Wealth Management's Otter Tail position peaked at $604K in Q4 2024.
  • 210 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.