IHT Wealth Management’s Otter Tail OTTR Stock Holding History

IHT 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	$216K	Buy	2,399 +77	+3%	+$6.8K	﹤0.01%	1152
2026 Q1	$204K	Buy	+2,322	New	+$201K	﹤0.01%	1190
2025 Q4	–	Sell	-2,619	Closed	-$215K	–	1230
2025 Q3	$215K	Buy	2,619 +12	+0.5%	+$973	0.01%	1091
2025 Q2	$201K	Buy	2,607 +13	+0.5%	+$1.01K	0.01%	1095
2025 Q1	$208K	Buy	+2,594	New	+$205K	0.01%	1017
2023 Q3	–	Sell	-2,771	Closed	-$219K	–	1010
2023 Q2	$219K	Sell	2,771 -260	-9%	-$19.5K	0.01%	850
2023 Q1	$219K	Buy	+3,031	New	+$201K	0.01%	819

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

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

IHT Wealth Management increased its Otter Tail (OTTR) stake by 3.3% in Q2 2026, buying an estimated $6.8K and bringing the position to 2,399 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

IHT Wealth Management first reported a position in OTTR in Q1 2023 and has held it in 7 quarters since. The position peaked at $219K in Q1 2023. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

IHT Wealth Management held 2,399 shares of Otter Tail worth $216K as of Q2 2026.
IHT Wealth Management bought 77 Otter Tail shares in Q2 2026, an estimated $6.8K.
Otter Tail made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1152 holding.
IHT Wealth Management first reported a position in Otter Tail in Q1 2023 and has held it in 7 quarters since.
IHT Wealth Management's Otter Tail position peaked at $219K in Q1 2023.
360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.