Envestnet Portfolio Solutions
OTTR icon

Envestnet Portfolio Solutions’s Otter Tail OTTR Stock Holding History

Envestnet Portfolio Solutions’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 		$306K Sell
3,398
-303
-8% -$26.8K ﹤0.01% 1182
2026
Q1 		$325K Buy
3,701
+72
+2% +$6.23K ﹤0.01% 1081
2025
Q4 		$293K Sell
3,629
-29
-0.8% -$2.35K ﹤0.01% 1287
2025
Q3 		$300K Sell
3,658
-255
-7% -$20.7K ﹤0.01% 1243
2025
Q2 		$302K Buy
+3,913
New +$305K ﹤0.01% 1331

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

Envestnet Portfolio Solutions's OTTR Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Otter Tail (OTTR) stake by 8.2% in Q2 2026, selling an estimated $26.8K and leaving 3,398 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Envestnet Portfolio Solutions first reported a position in OTTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $325K in Q1 2026. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,398 shares of Otter Tail worth $306K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 303 Otter Tail shares in Q2 2026, an estimated $26.8K.
  • Otter Tail made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1182 holding.
  • Envestnet Portfolio Solutions first reported a position in Otter Tail in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Portfolio Solutions's Otter Tail position peaked at $325K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.