EPW
OTTR icon

Evolve Private Wealth’s Otter Tail OTTR Stock Holding History

Evolve 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 		$431K Buy
4,789
+17
+0.4% +$1.5K 0.03% 575
2026
Q1 		$419K Buy
4,772
+175
+4% +$15.1K 0.02% 655
2025
Q4 		$371K Buy
+4,597
New +$372K 0.02% 649

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

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

Evolve Private Wealth increased its Otter Tail (OTTR) stake by 0.36% in Q2 2026, buying an estimated $1.5K and bringing the position to 4,789 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #575.

Evolve Private Wealth first reported a position in OTTR in Q4 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Evolve Private Wealth held 4,789 shares of Otter Tail worth $431K as of Q2 2026.
  • Evolve Private Wealth bought 17 Otter Tail shares in Q2 2026, an estimated $1.5K.
  • Otter Tail made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #575 holding.
  • Evolve Private Wealth first reported a position in Otter Tail in Q4 2025 and has held it in 3 quarters since.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.