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Focus Partners Advisor Solutions’s Otter Tail OTTR Stock Holding History

Focus Partners Advisor Solutions’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 		$256K Buy
+2,841
New +$251K ﹤0.01% 1085
2024
Q4 		– Sell
-2,874
Closed -$225K – 848
2024
Q3 		$225K Sell
2,874
-10
-0.3% -$865 ﹤0.01% 686
2024
Q2 		$253K Sell
2,884
-753
-21% -$65.9K 0.01% 536
2024
Q1 		$314K Buy
+3,637
New +$316K 0.01% 452

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

Focus Partners Advisor Solutions's OTTR Position: Q2 2026 in Review

Focus Partners Advisor Solutions opened a new position in Otter Tail (OTTR) in Q2 2026: 2,841 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1085 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in OTTR as recently as Q3 2024.

Focus Partners Advisor Solutions first reported a position in OTTR in Q1 2024 and has held it in 4 quarters since. The position peaked at $314K in Q1 2024. 361 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Focus Partners Advisor Solutions held 2,841 shares of Otter Tail worth $256K as of Q2 2026.
  • Otter Tail was a new Focus Partners Advisor Solutions position in Q2 2026.
  • Otter Tail made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1085 holding.
  • Focus Partners Advisor Solutions first reported a position in Otter Tail in Q1 2024 and has held it in 4 quarters since.
  • Focus Partners Advisor Solutions's Otter Tail position peaked at $314K in Q1 2024.
  • 361 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.