Lifelong Wealth Advisors’s Otter Tail OTTR Stock Holding History

Lifelong Wealth Advisors’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	$285K	Hold	3,164	–	–	0.07%	89
2026 Q1	$278K	Hold	3,164	–	–	0.07%	78
2025 Q4	$256K	Hold	3,164	–	–	0.07%	79
2025 Q3	$259K	Hold	3,164	–	–	0.08%	75
2025 Q2	$244K	Sell	3,164 -10	-0.3%	-$781	0.08%	71
2025 Q1	$255K	Buy	3,174 +10	+0.3%	+$792	0.12%	59
2024 Q4	$234K	Buy	+3,164	New	+$248K	0.11%	59

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

Lifelong Wealth Advisors's OTTR Position: Q2 2026 in Review

Lifelong Wealth Advisors held its Otter Tail (OTTR) position steady in Q2 2026 at 3,164 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #89.

Lifelong Wealth Advisors first reported a position in OTTR in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Lifelong Wealth Advisors held 3,164 shares of Otter Tail worth $285K as of Q2 2026.
Lifelong Wealth Advisors left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up 0.07% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Lifelong Wealth Advisors first reported a position in Otter Tail in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.