International Assets Investment Management’s Otter Tail OTTR Stock Holding History

International Assets Investment 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	$91.6K	Buy	1,021 +6	+0.6%	+$530	0.01%	1120
2026 Q1	$89.6K	Buy	1,015 +6	+0.6%	+$519	0.01%	1047
2025 Q4	$81.5K	Buy	+1,009	New	+$81.7K	0.01%	1057
2024 Q4	–	Sell	-76,434	Closed	-$978	–	1548
2024 Q3	$978	Buy	76,434 +74,212	+3,340%	+$6.42M	﹤0.01%	1137
2024 Q2	$195K	Buy	+2,222	New	+$195K	0.02%	723
2023 Q1	–	Sell	-4,874	Closed	-$286K	–	1323
2022 Q4	$286K	Buy	+4,874	New	+$292K	0.03%	484
2021 Q2	–	Sell	-686	Closed	-$29K	–	1465
2021 Q1	$29K	Hold	686	–	–	﹤0.01%	1160
2020 Q4	$29K	Buy	+686	New	+$28K	0.01%	1038

Other funds holding OTTR

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

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

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

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

International Assets Investment Management's OTTR Position: Q2 2026 in Review

International Assets Investment Management increased its Otter Tail (OTTR) stake by 0.59% in Q2 2026, buying an estimated $530 and bringing the position to 1,021 shares worth $91.6K. The position accounts for 0.01% of the portfolio, ranked #1120.

International Assets Investment Management first reported a position in OTTR in Q4 2020 and has held it in 8 quarters since. The position peaked at $286K in Q4 2022. 244 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

International Assets Investment Management held 1,021 shares of Otter Tail worth $91.6K as of Q2 2026.
International Assets Investment Management bought 6 Otter Tail shares in Q2 2026, an estimated $530.
Otter Tail made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1120 holding.
International Assets Investment Management first reported a position in Otter Tail in Q4 2020 and has held it in 8 quarters since.
International Assets Investment Management's Otter Tail position peaked at $286K in Q4 2022.
244 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.