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Johnson Wealth Management’s Otter Tail OTTR Stock Holding History

Johnson 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 		$604K Sell
6,717
-10
-0.1% -$883 0.26% 33
2026
Q1 		$590K Hold
6,727
– – 0.29% 30
2025
Q4 		$544K Sell
6,727
-5
-0.1% -$405 0.27% 32
2025
Q3 		$552K Buy
+6,732
New +$546K 0.3% 31

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Johnson Wealth Management reduced its Otter Tail (OTTR) stake by 0.15% in Q2 2026, selling an estimated $883 and leaving 6,717 shares worth $604K. The position accounts for 0.26% of the portfolio, ranked #33.

Johnson Wealth Management first reported a position in OTTR in Q3 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Johnson Wealth Management held 6,717 shares of Otter Tail worth $604K as of Q2 2026.
  • Johnson Wealth Management sold 10 Otter Tail shares in Q2 2026, an estimated $883.
  • Otter Tail made up 0.26% of Johnson Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Johnson Wealth Management first reported a position in Otter Tail in Q3 2025 and has held it in 4 quarters since.
  • 360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

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