Kestra Advisory Services’s Otter Tail OTTR Stock Holding History

Kestra Advisory Services’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	$790K	Buy	9,001 +578	+7%	+$50K	﹤0.01%	1894
2025 Q4	$681K	Sell	8,423 -65	-0.8%	-$5.27K	﹤0.01%	1932
2025 Q3	$696K	Sell	8,488 -121	-1%	-$9.81K	﹤0.01%	1843
2025 Q2	$664K	Sell	8,609 -379	-4%	-$29.6K	﹤0.01%	1776
2025 Q1	$722K	Sell	8,988 -105	-1%	-$8.31K	﹤0.01%	1587
2024 Q4	$671K	Sell	9,093 -95	-1%	-$7.44K	﹤0.01%	1665
2024 Q3	$718K	Sell	9,188 -925	-9%	-$80.1K	﹤0.01%	1531
2024 Q2	$886K	Buy	10,113 +109	+1%	+$9.54K	0.01%	1399
2024 Q1	$864K	Sell	10,004 -516	-5%	-$44.9K	0.01%	1328
2023 Q4	$894K	Sell	10,520 -1,627	-13%	-$126K	0.01%	1187
2023 Q3	$922K	Sell	12,147 -8,437	-41%	-$693K	0.01%	1035
2023 Q2	$1.63M	Sell	20,584 -1,447	-7%	-$109K	0.02%	756
2023 Q1	$1.59M	Sell	22,031 -5,436	-20%	-$361K	0.02%	737
2022 Q4	$1.61M	Buy	27,467 +7,847	+40%	+$470K	0.01%	838
2022 Q3	$1.21M	Buy	19,620 +6,721	+52%	+$485K	0.01%	883
2022 Q2	$866K	Buy	+12,899	New	+$820K	0.01%	1042

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

Kestra Advisory Services's OTTR Position: Q1 2026 in Review

Kestra Advisory Services increased its Otter Tail (OTTR) stake by 6.9% in Q1 2026, buying an estimated $50K and bringing the position to 9,001 shares worth $790K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Kestra Advisory Services first reported a position in OTTR in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.63M in Q2 2023. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Kestra Advisory Services held 9,001 shares of Otter Tail worth $790K as of Q1 2026.
Kestra Advisory Services bought 578 Otter Tail shares in Q1 2026, an estimated $50K.
Otter Tail made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1894 holding.
Kestra Advisory Services first reported a position in Otter Tail in Q2 2022 and has held it in 16 quarters since.
Kestra Advisory Services's Otter Tail position peaked at $1.63M in Q2 2023.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.