Focus Partners Wealth’s Otter Tail OTTR Stock Holding History

Focus Partners 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	$1.09M	Buy	12,147 +1,545	+15%	+$136K	﹤0.01%	1621
2026 Q1	$931K	Buy	10,602 +416	+4%	+$36K	﹤0.01%	1657
2025 Q4	$823K	Buy	10,186 +3,166	+45%	+$256K	﹤0.01%	1721
2025 Q3	$575K	Sell	7,020 -1,026	-13%	-$83.2K	﹤0.01%	1557
2025 Q2	$620K	Buy	8,046 +11	+0.1%	+$859	﹤0.01%	1328
2025 Q1	$646K	Buy	+8,035	New	+$636K	﹤0.01%	1228

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's OTTR Position: Q2 2026 in Review

Focus Partners Wealth increased its Otter Tail (OTTR) stake by 15% in Q2 2026, buying an estimated $136K and bringing the position to 12,147 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Focus Partners Wealth first reported a position in OTTR in Q1 2025 and has held it in 6 quarters since. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Focus Partners Wealth held 12,147 shares of Otter Tail worth $1.09M as of Q2 2026.
Focus Partners Wealth bought 1,545 Otter Tail shares in Q2 2026, an estimated $136K.
Otter Tail made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1621 holding.
Focus Partners Wealth first reported a position in Otter Tail in Q1 2025 and has held it in 6 quarters since.
363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

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