HighTower Advisors’s Otter Tail OTTR Stock Holding History

HighTower Advisors’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	$1.1M	Buy	12,186 +2,082	+21%	+$184K	﹤0.01%	2180
2026 Q1	$887K	Buy	10,104 +263	+3%	+$22.8K	﹤0.01%	2270
2025 Q4	$795K	Sell	9,841 -366	-4%	-$29.6K	﹤0.01%	2284
2025 Q3	$837K	Buy	10,207 +3,988	+64%	+$323K	﹤0.01%	2227
2025 Q2	$479K	Buy	6,219 +620	+11%	+$48.4K	﹤0.01%	2559
2025 Q1	$450K	Buy	5,599 +398	+8%	+$31.5K	﹤0.01%	2550
2024 Q4	$384K	Sell	5,201 -426	-8%	-$33.4K	﹤0.01%	2688
2024 Q3	$440K	Sell	5,627 -1,558	-22%	-$135K	﹤0.01%	2493
2024 Q2	$630K	Buy	7,185 +3,367	+88%	+$295K	﹤0.01%	2151
2024 Q1	$328K	Sell	3,818 -2,379	-38%	-$207K	﹤0.01%	2609
2023 Q4	$532K	Buy	6,197 +333	+6%	+$25.7K	﹤0.01%	2274
2023 Q3	$447K	Buy	5,864 +2,702	+85%	+$222K	﹤0.01%	2309
2023 Q2	$248K	Sell	3,162 -110	-3%	-$8.26K	﹤0.01%	2695
2023 Q1	$237K	Buy	+3,272	New	+$217K	﹤0.01%	2625
2021 Q2	–	Sell	-31,181	Closed	-$1.44M	–	3322
2021 Q1	$1.44M	Sell	31,181 -496	-2%	-$21.2K	﹤0.01%	1343
2020 Q4	$1.35M	Buy	+31,677	New	+$1.29M	0.01%	1103

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

HighTower Advisors's OTTR Position: Q2 2026 in Review

HighTower Advisors increased its Otter Tail (OTTR) stake by 21% in Q2 2026, buying an estimated $184K and bringing the position to 12,186 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

HighTower Advisors first reported a position in OTTR in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.44M in Q1 2021. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

HighTower Advisors held 12,186 shares of Otter Tail worth $1.1M as of Q2 2026.
HighTower Advisors bought 2,082 Otter Tail shares in Q2 2026, an estimated $184K.
Otter Tail made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2180 holding.
HighTower Advisors first reported a position in Otter Tail in Q4 2020 and has held it in 16 quarters since.
HighTower Advisors's Otter Tail position peaked at $1.44M in Q1 2021.
360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.