Independent Advisor Alliance’s Otter Tail OTTR Stock Holding History

Independent Advisor Alliance’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 Q1	$372K	Hold	4,236	–	–	﹤0.01%	1236
2025 Q4	$342K	Sell	4,236 -19	-0.4%	-$1.54K	0.01%	760
2025 Q3	$349K	Buy	4,255 +20	+0.5%	+$1.62K	0.01%	727
2025 Q2	$326K	Hold	4,235	–	–	0.01%	699
2025 Q1	$340K	Buy	+4,235	New	+$335K	0.01%	622
2024 Q3	–	Sell	-2,601	Closed	-$228K	–	749
2024 Q2	$228K	Hold	2,601	–	–	0.01%	641
2024 Q1	$225K	Sell	2,601 -20	-0.8%	-$1.74K	0.01%	636
2023 Q4	$223K	Buy	+2,621	New	+$202K	0.01%	622
2023 Q3	–	Sell	-2,571	Closed	-$203K	–	689
2023 Q2	$203K	Buy	+2,571	New	+$193K	0.01%	620

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Independent Advisor Alliance's OTTR Position: Q1 2026 in Review

Independent Advisor Alliance held its Otter Tail (OTTR) position steady in Q1 2026 at 4,236 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Independent Advisor Alliance first reported a position in OTTR in Q2 2023 and has held it in 9 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Independent Advisor Alliance held 4,236 shares of Otter Tail worth $372K as of Q1 2026.
Independent Advisor Alliance left its Otter Tail share count unchanged in Q1 2026.
Otter Tail made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1236 holding.
Independent Advisor Alliance first reported a position in Otter Tail in Q2 2023 and has held it in 9 quarters since.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.