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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Great Valley Advisor Group's OTTR Position: Q1 2026 in Review

Great Valley Advisor Group held its Otter Tail (OTTR) position steady in Q1 2026 at 10,201 shares worth $896K. The position accounts for 0.02% of the portfolio, ranked #532.

Great Valley Advisor Group first reported a position in OTTR in Q2 2024 and has held it in 6 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Great Valley Advisor Group held 10,201 shares of Otter Tail worth $896K as of Q1 2026.
Great Valley Advisor Group left its Otter Tail share count unchanged in Q1 2026.
Otter Tail made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #532 holding.
Great Valley Advisor Group first reported a position in Otter Tail in Q2 2024 and has held it in 6 quarters since.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.