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Goodman Advisory Group’s Otter Tail OTTR Stock Holding History

Goodman Advisory Group’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
-667
Closed -$58.5K – 139
2026
Q1 		$58.5K Hold
667
– – 0.02% 112
2025
Q4 		$53.9K Hold
667
– – 0.01% 99
2025
Q3 		$54.7K Hold
667
– – 0.01% 102
2025
Q2 		$51.4K Hold
667
– – 0.02% 92
2025
Q1 		$53.6K Buy
+667
New +$52.8K 0.02% 107
2024
Q4 		– Sell
-667
Closed -$52.1K – 140
2024
Q3 		$52.1K Hold
667
– – 0.01% 115
2024
Q2 		$58.4K Hold
667
– – 0.02% 109
2024
Q1 		$57.6K Hold
667
– – 0.02% 99
2023
Q4 		$56.7K Hold
667
– – 0.02% 90
2023
Q3 		$50.6K Hold
667
– – 0.02% 94
2023
Q2 		$52.7K Hold
667
– – 0.02% 84
2023
Q1 		$48.2K Hold
667
– – 0.03% 76
2022
Q4 		$39K Hold
667
– – 0.02% 82
2022
Q3 		$41K Hold
667
– – 0.02% 79
2022
Q2 		$45K Buy
+667
New +$42.4K 0.02% 80

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

Goodman Advisory Group's OTTR Position: Q2 2026 in Review

Goodman Advisory Group sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 667 shares — an estimated $58.5K sold.

Goodman Advisory Group first reported a position in OTTR in Q2 2022 and held it in 15 quarters. The position peaked at $58.5K in Q1 2026. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Goodman Advisory Group reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
  • Goodman Advisory Group sold 667 Otter Tail shares in Q2 2026, an estimated $58.5K.
  • Goodman Advisory Group first reported a position in Otter Tail in Q2 2022 and held it in 15 quarters.
  • Goodman Advisory Group's Otter Tail position peaked at $58.5K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.