IAG Wealth Partners’s Otter Tail OTTR Stock Holding History

IAG Wealth Partners’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	–	Sell	-100	Closed	-$8.78K	–	519
2026 Q1	$8.78K	Hold	100	–	–	﹤0.01%	395
2025 Q4	$8.08K	Sell	100 -100	-50%	-$8.1K	﹤0.01%	377
2025 Q3	$16.4K	Hold	200	–	–	﹤0.01%	324
2025 Q2	$15.4K	Hold	200	–	–	﹤0.01%	304
2025 Q1	$16.1K	Hold	200	–	–	﹤0.01%	292
2024 Q4	$14.8K	Hold	200	–	–	﹤0.01%	303
2024 Q3	$15.6K	Hold	200	–	–	﹤0.01%	294
2024 Q2	$17.5K	Hold	200	–	–	﹤0.01%	280
2024 Q1	$17.3K	Hold	200	–	–	﹤0.01%	255
2023 Q4	$17K	Hold	200	–	–	﹤0.01%	246
2023 Q3	$15.2K	Hold	200	–	–	﹤0.01%	251
2023 Q2	$15.8K	Hold	200	–	–	﹤0.01%	261
2023 Q1	$14.5K	Hold	200	–	–	﹤0.01%	262
2022 Q4	$11.7K	Hold	200	–	–	﹤0.01%	269
2022 Q3	$12K	Hold	200	–	–	﹤0.01%	259
2022 Q2	$13K	Hold	200	–	–	﹤0.01%	249
2022 Q1	$13K	Hold	200	–	–	﹤0.01%	271
2021 Q4	$14K	Hold	200	–	–	﹤0.01%	262
2021 Q3	$12K	Hold	200	–	–	﹤0.01%	251
2021 Q2	$10K	Buy	+200	New	+$9.57K	﹤0.01%	268

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

IAG Wealth Partners's OTTR Position: Q2 2026 in Review

IAG Wealth Partners sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 100 shares — an estimated $8.78K sold.

IAG Wealth Partners first reported a position in OTTR in Q2 2021 and held it in 20 quarters. The position peaked at $17.5K in Q2 2024. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

IAG Wealth Partners reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
IAG Wealth Partners sold 100 Otter Tail shares in Q2 2026, an estimated $8.78K.
IAG Wealth Partners first reported a position in Otter Tail in Q2 2021 and held it in 20 quarters.
IAG Wealth Partners's Otter Tail position peaked at $17.5K in Q2 2024.
362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.