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Larson Financial Group’s Otter Tail OTTR Stock Holding History

Larson Financial Group’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 		$8.1K Sell
90
-12
-12% -$1.06K ﹤0.01% 2532
2026
Q1 		$8.95K Hold
102
– – ﹤0.01% 2311
2025
Q4 		$8.24K Sell
102
-142
-58% -$11.5K ﹤0.01% 2226
2025
Q3 		$20K Buy
244
+223
+1,062% +$18.1K ﹤0.01% 1647
2025
Q2 		$1.62K Buy
21
+2
+11% +$156 ﹤0.01% 2489
2025
Q1 		$1.53K Buy
19
+13
+217% +$1.03K ﹤0.01% 2253
2024
Q4 		$443 Hold
6
– – ﹤0.01% 2231
2024
Q3 		$469 Hold
6
– – ﹤0.01% 2138
2024
Q2 		$526 Buy
+6
New +$525 ﹤0.01% 1825

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

Larson Financial Group's OTTR Position: Q2 2026 in Review

Larson Financial Group reduced its Otter Tail (OTTR) stake by 12% in Q2 2026, selling an estimated $1.06K and leaving 90 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2532.

Larson Financial Group first reported a position in OTTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $20K in Q3 2025. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Larson Financial Group held 90 shares of Otter Tail worth $8.1K as of Q2 2026.
  • Larson Financial Group sold 12 Otter Tail shares in Q2 2026, an estimated $1.06K.
  • Otter Tail made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2532 holding.
  • Larson Financial Group first reported a position in Otter Tail in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's Otter Tail position peaked at $20K in Q3 2025.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.