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High Note Wealth’s Otter Tail OTTR Stock Holding History

High Note Wealth’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 		$60.9K Hold
677
– – 0.01% 185
2026
Q1 		$59.4K Hold
677
– – 0.01% 187
2025
Q4 		$54.7K Sell
677
-511
-43% -$41.4K 0.01% 186
2025
Q3 		$97.4K Hold
1,188
– – 0.02% 139
2025
Q2 		$91.6K Hold
1,188
– – 0.02% 142
2025
Q1 		$95.5K Hold
1,188
– – 0.02% 128
2024
Q4 		$87.7K Buy
+1,188
New +$93K 0.02% 138

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

High Note Wealth's OTTR Position: Q2 2026 in Review

High Note Wealth held its Otter Tail (OTTR) position steady in Q2 2026 at 677 shares worth $60.9K. The position accounts for 0.01% of the portfolio, ranked #185.

High Note Wealth first reported a position in OTTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $97.4K in Q3 2025. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • High Note Wealth held 677 shares of Otter Tail worth $60.9K as of Q2 2026.
  • High Note Wealth left its Otter Tail share count unchanged in Q2 2026.
  • Otter Tail made up 0.01% of High Note Wealth's portfolio in Q2 2026, its #185 holding.
  • High Note Wealth first reported a position in Otter Tail in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Otter Tail position peaked at $97.4K in Q3 2025.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.