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Great Valley Advisor Group’s Otter Tail OTTR Stock Holding History

Great Valley Advisor 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 		$918K Hold
10,201
– – 0.01% 568
2026
Q1 		$896K Hold
10,201
– – 0.02% 532
2025
Q4 		$825K Buy
10,201
+1
+0% +$81 0.02% 522
2025
Q3 		$837K Hold
10,200
– – 0.02% 504
2025
Q2 		$786K Buy
+10,200
New +$796K 0.02% 499
2024
Q4 		– Sell
-3,368
Closed -$263K – 872
2024
Q3 		$263K Buy
3,368
+19
+0.6% +$1.64K 0.01% 727
2024
Q2 		$293K Buy
+3,349
New +$293K 0.01% 649

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

Great Valley Advisor Group's OTTR Position: Q2 2026 in Review

Great Valley Advisor Group held its Otter Tail (OTTR) position steady in Q2 2026 at 10,201 shares worth $918K. The position accounts for 0.01% of the portfolio, ranked #568.

Great Valley Advisor Group first reported a position in OTTR in Q2 2024 and has held it in 7 quarters since. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Great Valley Advisor Group held 10,201 shares of Otter Tail worth $918K as of Q2 2026.
  • Great Valley Advisor Group left its Otter Tail share count unchanged in Q2 2026.
  • Otter Tail made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #568 holding.
  • Great Valley Advisor Group first reported a position in Otter Tail in Q2 2024 and has held it in 7 quarters since.
  • 363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.