EverSource Wealth Advisors’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
$45.4K Buy
504
+111
+28% +$9.81K ﹤0.01% 1842
2026
Q1
$34.5K Buy
393
+17
+5% +$1.47K ﹤0.01% 2164
2025
Q4
$30.4K Buy
376
+212
+129% +$17.2K ﹤0.01% 2096
2025
Q3
$13.4K Sell
164
-52
-24% -$4.22K ﹤0.01% 2649
2025
Q2
$16.7K Buy
216
+94
+77% +$7.34K ﹤0.01% 2444
2025
Q1
$9.8K Buy
122
+91
+294% +$7.21K ﹤0.01% 2117
2024
Q4
$2.29K Buy
+31
New +$2.43K ﹤0.01% 2663
2024
Q3
Sell
-7
Closed -$678 3096
2024
Q2
$678 Buy
+7
New +$613 ﹤0.01% 2815
2023
Q4
Sell
-7
Closed -$531 2716
2023
Q3
$531 Sell
7
-7
-50% -$575 ﹤0.01% 2360
2023
Q2
$1.1K Buy
14
+7
+100% +$526 ﹤0.01% 2191
2023
Q1
$506 Buy
+7
New +$465 ﹤0.01% 2224
2022
Q4
Sell
-221
Closed -$14K 2392
2022
Q3
$14K Sell
221
-1,084
-83% -$78.2K ﹤0.01% 1025
2022
Q2
$88K Buy
+1,305
New +$83K 0.02% 417

Other funds holding OTTR

EverSource Wealth Advisors's OTTR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Otter Tail (OTTR) stake by 28% in Q2 2026, buying an estimated $9.81K and bringing the position to 504 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

EverSource Wealth Advisors first reported a position in OTTR in Q2 2022 and has held it in 13 quarters since. The position peaked at $88K in Q2 2022. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • EverSource Wealth Advisors held 504 shares of Otter Tail worth $45.4K as of Q2 2026.
  • EverSource Wealth Advisors bought 111 Otter Tail shares in Q2 2026, an estimated $9.81K.
  • Otter Tail made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1842 holding.
  • EverSource Wealth Advisors first reported a position in Otter Tail in Q2 2022 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Otter Tail position peaked at $88K in Q2 2022.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.