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Leonteq Securities AG’s Otter Tail OTTR Stock Holding History

Leonteq Securities AG’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
2025
Q3 		– Sell
-100
Closed -$7.71K – 1364
2025
Q2 		$7.71K Sell
100
-59
-37% -$4.61K ﹤0.01% 1096
2025
Q1 		$12.8K Hold
159
– – ﹤0.01% 1028
2024
Q4 		$11.7K Sell
159
-141
-47% -$11K ﹤0.01% 1027
2024
Q3 		$23.4K Hold
300
– – ﹤0.01% 895
2024
Q2 		$26.3K Hold
300
– – ﹤0.01% 884
2024
Q1 		$25.9K Sell
300
-100
-25% -$8.69K ﹤0.01% 886
2023
Q4 		$34K Buy
+400
New +$30.9K ﹤0.01% 851

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leonteq Securities AG's OTTR Position: Q3 2025 in Review

Leonteq Securities AG sold out of Otter Tail (OTTR) in Q3 2025, closing a stake of 100 shares — an estimated $7.71K sold.

Leonteq Securities AG first reported a position in OTTR in Q4 2023 and held it in 7 quarters. The position peaked at $34K in Q4 2023. 343 funds tracked by Wall St. Rank hold OTTR as of Q3 2025.

  • Leonteq Securities AG reported no remaining Otter Tail position as of Q3 2025 after selling out during the quarter.
  • Leonteq Securities AG sold 100 Otter Tail shares in Q3 2025, an estimated $7.71K.
  • Leonteq Securities AG first reported a position in Otter Tail in Q4 2023 and held it in 7 quarters.
  • Leonteq Securities AG's Otter Tail position peaked at $34K in Q4 2023.
  • 343 funds tracked by Wall St. Rank held Otter Tail as of Q3 2025.

Based on Leonteq Securities AG's 13F filing for Q3 2025, filed 17 Feb 2026.