JFS Wealth Advisors’s Otter Tail OTTR Stock Holding History

JFS Wealth 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	$7.11K	Buy	79 +54	+216%	+$4.77K	﹤0.01%	1150
2026 Q1	$2.19K	Sell	25 -11	-31%	-$952	﹤0.01%	1475
2025 Q4	$2.91K	Buy	36 +9	+33%	+$729	﹤0.01%	1433
2025 Q3	$2.21K	Hold	27	–	–	﹤0.01%	1414
2025 Q2	$2.08K	Hold	27	–	–	﹤0.01%	1382
2025 Q1	$2.17K	Hold	27	–	–	﹤0.01%	1439
2024 Q4	$1.99K	Hold	27	–	–	﹤0.01%	1481
2024 Q3	$2.11K	Buy	27 +1	+4%	+$87	﹤0.01%	1464
2024 Q2	$2.28K	Hold	26	–	–	﹤0.01%	1388
2024 Q1	$2.25K	Hold	26	–	–	﹤0.01%	1401
2023 Q4	$2.21K	Sell	26 -1	-4%	-$77	﹤0.01%	1387
2023 Q3	$2.05K	Hold	27	–	–	﹤0.01%	1352
2023 Q2	$2.13K	Hold	27	–	–	﹤0.01%	1363
2023 Q1	$1.95K	Sell	27 -1	-4%	-$66	﹤0.01%	1376
2022 Q4	$1.64K	Buy	28 +1	+4%	+$60	﹤0.01%	1444
2022 Q3	$2K	Sell	27 -6	-18%	-$433	﹤0.01%	1367
2022 Q2	$2K	Buy	33 +11	+50%	+$699	﹤0.01%	1364
2022 Q1	$1K	Buy	22 +12	+120%	+$753	﹤0.01%	1698
2021 Q4	$1K	Buy	+10	New	+$646	﹤0.01%	1497

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

JFS Wealth Advisors's OTTR Position: Q2 2026 in Review

JFS Wealth Advisors increased its Otter Tail (OTTR) stake by 216% in Q2 2026, buying an estimated $4.77K and bringing the position to 79 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

JFS Wealth Advisors first reported a position in OTTR in Q4 2021 and has held it in 19 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

JFS Wealth Advisors held 79 shares of Otter Tail worth $7.11K as of Q2 2026.
JFS Wealth Advisors bought 54 Otter Tail shares in Q2 2026, an estimated $4.77K.
Otter Tail made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1150 holding.
JFS Wealth Advisors first reported a position in Otter Tail in Q4 2021 and has held it in 19 quarters since.
359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.