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Global Retirement Partners’s Otter Tail OTTR Stock Holding History

Global Retirement Partners’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 		$109K Buy
+1,216
New +$107K ﹤0.01% 1993
2025
Q4 		$98.1K Sell
1,214
-42
-3% -$3.4K ﹤0.01% 1933
2025
Q3 		$103K Sell
1,256
-11
-0.9% -$892 ﹤0.01% 1498
2025
Q2 		$97.7K Buy
+1,267
New +$98.9K ﹤0.01% 1445
2024
Q4 		$90.9K Sell
1,232
-204
-14% -$16K ﹤0.01% 1323
2024
Q3 		$112K Sell
1,436
-21
-1% -$1.82K ﹤0.01% 1187
2024
Q2 		$128K Buy
1,457
+13
+0.9% +$1.14K ﹤0.01% 1074
2024
Q1 		$125K Buy
1,444
+8
+0.6% +$695 ﹤0.01% 984
2023
Q4 		$118K Sell
1,436
-970
-40% -$74.9K 0.01% 962
2023
Q3 		$180K Buy
2,406
+66
+3% +$5.42K 0.01% 710
2023
Q2 		$185K Hold
2,340
– – 0.01% 721
2023
Q1 		$180K Buy
2,340
+2,329
+21,173% +$155K 0.01% 707
2022
Q4 		$646 Buy
+11
New +$659 ﹤0.01% 2697

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 $3.38T AUM 44.17% 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

Global Retirement Partners's OTTR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Otter Tail (OTTR) in Q2 2026: 1,216 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #1993 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in OTTR as recently as Q4 2025.

Global Retirement Partners first reported a position in OTTR in Q4 2022 and has held it in 13 quarters since. The position peaked at $185K in Q2 2023. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Global Retirement Partners held 1,216 shares of Otter Tail worth $109K as of Q2 2026.
  • Otter Tail was a new Global Retirement Partners position in Q2 2026.
  • Otter Tail made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1993 holding.
  • Global Retirement Partners first reported a position in Otter Tail in Q4 2022 and has held it in 13 quarters since.
  • Global Retirement Partners's Otter Tail position peaked at $185K in Q2 2023.
  • 363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.