Exit Wealth Advisors’s Otter Tail OTTR Stock Holding History

Exit Wealth Advisors’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	$646K	Buy	+7,178	New	+$634K	0.29%	91

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Exit Wealth Advisors opened a new position in Otter Tail (OTTR) in Q2 2026: 7,178 shares worth $646K. The stake represents 0.29% of the portfolio and ranks #91 among its holdings.

358 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Exit Wealth Advisors held 7,178 shares of Otter Tail worth $646K as of Q2 2026.
Otter Tail was a new Exit Wealth Advisors position in Q2 2026.
Otter Tail made up 0.29% of Exit Wealth Advisors's portfolio in Q2 2026, its #91 holding.
358 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.