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Essential Partners’s Otter Tail OTTR Stock Holding History

Essential 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 		$720 Hold
8
– – ﹤0.01% 2375
2026
Q1 		$702 Hold
8
– – ﹤0.01% 2339
2025
Q4 		$646 Sell
8
-1
-11% -$81 ﹤0.01% 2165
2025
Q3 		$738 Hold
9
– – ﹤0.01% 2102
2025
Q2 		$694 Buy
+9
New +$703 ﹤0.01% 1609

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

Essential Partners's OTTR Position: Q2 2026 in Review

Essential Partners held its Otter Tail (OTTR) position steady in Q2 2026 at 8 shares worth $720. The position accounts for ﹤0.01% of the portfolio, ranked #2375.

Essential Partners first reported a position in OTTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $738 in Q3 2025. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Essential Partners held 8 shares of Otter Tail worth $720 as of Q2 2026.
  • Essential Partners left its Otter Tail share count unchanged in Q2 2026.
  • Otter Tail made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2375 holding.
  • Essential Partners first reported a position in Otter Tail in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Otter Tail position peaked at $738 in Q3 2025.
  • 360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.