JPL Wealth Management’s Otter Tail OTTR Stock Holding History

JPL 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	$2.43K	Hold	27	–	–	﹤0.01%	1008
2026 Q1	$2.37K	Buy	+27	New	+$2.34K	﹤0.01%	925

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

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

JPL Wealth Management held its Otter Tail (OTTR) position steady in Q2 2026 at 27 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

JPL Wealth Management first reported a position in OTTR in Q1 2026 and has held it in 2 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

JPL Wealth Management held 27 shares of Otter Tail worth $2.43K as of Q2 2026.
JPL Wealth Management left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1008 holding.
JPL Wealth Management first reported a position in Otter Tail in Q1 2026 and has held it in 2 quarters since.
359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

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