Financial Perspectives’s Otter Tail OTTR Stock Holding History

Financial Perspectives’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	$104K	Hold	1,155	–	–	0.03%	238
2026 Q1	$101K	Hold	1,155	–	–	0.03%	232
2025 Q4	$93.3K	Hold	1,155	–	–	0.03%	233
2025 Q3	$94.7K	Buy	1,155 +119	+11%	+$9.65K	0.03%	241
2025 Q2	$79.9K	Hold	1,036	–	–	0.02%	253
2025 Q1	$83.3K	Hold	1,036	–	–	0.03%	236
2024 Q4	$76.5K	Hold	1,036	–	–	0.03%	254
2024 Q3	$81K	Hold	1,036	–	–	0.03%	237
2024 Q2	$90.7K	Hold	1,036	–	–	0.03%	212
2024 Q1	$89.5K	Hold	1,036	–	–	0.03%	216
2023 Q4	$88K	Buy	+1,036	New	+$80K	0.04%	215

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

Financial Perspectives's OTTR Position: Q2 2026 in Review

Financial Perspectives held its Otter Tail (OTTR) position steady in Q2 2026 at 1,155 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #238.

Financial Perspectives first reported a position in OTTR in Q4 2023 and has held it in 11 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Financial Perspectives held 1,155 shares of Otter Tail worth $104K as of Q2 2026.
Financial Perspectives left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up 0.03% of Financial Perspectives's portfolio in Q2 2026, its #238 holding.
Financial Perspectives first reported a position in Otter Tail in Q4 2023 and has held it in 11 quarters since.
359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.