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Global Wealth Strategies & Associates’s Otter Tail OTTR Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-55
Closed -$4.83K – 332
2026
Q1 		$4.83K Hold
55
– – ﹤0.01% 363
2025
Q4 		$4.45K Hold
55
– – ﹤0.01% 375
2025
Q3 		$4.51K Hold
55
– – ﹤0.01% 347
2025
Q2 		$4.24K Hold
55
– – ﹤0.01% 270
2025
Q1 		$4.42K Hold
55
– – ﹤0.01% 329
2024
Q4 		$4.06K Hold
55
– – ﹤0.01% 277
2024
Q3 		$4.3K Hold
55
– – ﹤0.01% 250
2024
Q2 		$4.82K Hold
55
– – ﹤0.01% 225
2024
Q1 		$4.75K Hold
55
– – ﹤0.01% 229
2023
Q4 		$4.67K Hold
55
– – ﹤0.01% 213
2023
Q3 		$4.18K Buy
+55
New +$4.52K ﹤0.01% 219

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

Global Wealth Strategies & Associates's OTTR Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 55 shares — an estimated $4.83K sold.

Global Wealth Strategies & Associates first reported a position in OTTR in Q3 2023 and held it in 11 quarters. The position peaked at $4.83K in Q1 2026. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 55 Otter Tail shares in Q2 2026, an estimated $4.83K.
  • Global Wealth Strategies & Associates first reported a position in Otter Tail in Q3 2023 and held it in 11 quarters.
  • Global Wealth Strategies & Associates's Otter Tail position peaked at $4.83K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.