First Horizon Advisors’s Otter Tail OTTR Stock Holding History

First Horizon 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
2025 Q2	$2.16K	Buy	+28	New	+$2.19K	﹤0.01%	2020
2022 Q4	–	Sell	-9	Closed	–	–	2510
2022 Q3	$0	Hold	9	–	–	﹤0.01%	2401
2022 Q2	$0	Buy	+9	New	+$572	﹤0.01%	2499

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

First Horizon Advisors's OTTR Position: Q2 2025 in Review

First Horizon Advisors opened a new position in Otter Tail (OTTR) in Q2 2025: 28 shares worth $2.16K. The stake represents ﹤0.01% of the portfolio and ranks #2020 among its holdings. This is a return to the name: First Horizon Advisors previously reported a position in OTTR as recently as Q3 2022.

First Horizon Advisors first reported a position in OTTR in Q2 2022 and has held it in 3 quarters since. 345 funds tracked by Wall St. Rank hold OTTR as of Q2 2025.

First Horizon Advisors held 28 shares of Otter Tail worth $2.16K as of Q2 2025.
Otter Tail was a new First Horizon Advisors position in Q2 2025.
Otter Tail made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #2020 holding.
First Horizon Advisors first reported a position in Otter Tail in Q2 2022 and has held it in 3 quarters since.
345 funds tracked by Wall St. Rank held Otter Tail as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.