HighMark Wealth Management’s Otter Tail OTTR Stock Holding History

HighMark Wealth Management’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	$30.6K	Buy	340 +2	+0.6%	+$177	0.01%	213
2026 Q1	$29.6K	Buy	338 +2	+0.6%	+$173	0.01%	200
2025 Q4	$27.1K	Buy	336 +3	+0.9%	+$243	0.01%	218
2025 Q3	$27.3K	Buy	333 +2	+0.6%	+$162	0.01%	209
2025 Q2	$25.5K	Buy	+331	New	+$25.8K	0.01%	211
2024 Q4	–	Sell	-325	Closed	-$25.4K	–	606
2024 Q3	$25.4K	Buy	325 +2	+0.6%	+$173	0.01%	185
2024 Q2	$28.3K	Buy	323 +2	+0.6%	+$175	0.02%	171
2024 Q1	$27.8K	Buy	321 +1	+0.3%	+$87	0.02%	173
2023 Q4	$27.2K	Buy	320 +2	+0.6%	+$154	0.02%	167
2023 Q3	$24.1K	Buy	318 +2	+0.6%	+$164	0.02%	156
2023 Q2	$25K	Buy	316 +2	+0.6%	+$150	0.02%	165
2023 Q1	$22.7K	Buy	314 +1	+0.3%	+$66	0.02%	196
2022 Q4	$18.3K	Buy	313 +3	+1%	+$180	0.01%	177
2022 Q3	$19K	Buy	310 +1	+0.3%	+$72	0.02%	168
2022 Q2	$21K	Buy	309 +2	+0.7%	+$127	0.02%	155
2022 Q1	$19K	Buy	307 +2	+0.7%	+$125	0.01%	185
2021 Q4	$22K	Buy	305 +2	+0.7%	+$129	0.01%	172
2021 Q3	$17K	Buy	303 +2	+0.7%	+$106	0.01%	196
2021 Q2	$15K	Buy	301 +2	+0.7%	+$96	0.01%	214
2021 Q1	$14K	Buy	299 +3	+1%	+$128	0.01%	196
2020 Q4	$13K	Buy	296 +3	+1%	+$122	0.01%	194
2020 Q3	$11K	Buy	293 +2	+0.7%	+$77	0.01%	214
2020 Q2	$11K	Buy	291 +3	+1%	+$126	0.01%	186
2020 Q1	$12K	Buy	288 +3	+1%	+$149	0.01%	143
2019 Q4	$14K	Buy	+285	New	+$14.8K	0.01%	165

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

HighMark Wealth Management's OTTR Position: Q2 2026 in Review

HighMark Wealth Management increased its Otter Tail (OTTR) stake by 0.59% in Q2 2026, buying an estimated $177 and bringing the position to 340 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #213.

HighMark Wealth Management first reported a position in OTTR in Q4 2019 and has held it in 25 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

HighMark Wealth Management held 340 shares of Otter Tail worth $30.6K as of Q2 2026.
HighMark Wealth Management bought 2 Otter Tail shares in Q2 2026, an estimated $177.
Otter Tail made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #213 holding.
HighMark Wealth Management first reported a position in Otter Tail in Q4 2019 and has held it in 25 quarters since.
359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.