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 Q2	–	Sell	-9,001	Closed	-$790K	–	3332
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 $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

Kestra Advisory Services's OTTR Position: Q2 2026 in Review

Kestra Advisory Services sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 9,001 shares — an estimated $790K sold.

Kestra Advisory Services first reported a position in OTTR in Q2 2022 and held it in 16 quarters. The position peaked at $1.63M in Q2 2023. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Kestra Advisory Services reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
Kestra Advisory Services sold 9,001 Otter Tail shares in Q2 2026, an estimated $790K.
Kestra Advisory Services first reported a position in Otter Tail in Q2 2022 and held it in 16 quarters.
Kestra Advisory Services's Otter Tail position peaked at $1.63M in Q2 2023.
362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.