MassMutual Private Wealth & Trust’s Otter Tail OTTR Stock Holding History

MassMutual Private Wealth & Trust’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	$3.06K	Hold	34	–	–	﹤0.01%	1867
2026 Q1	$2.98K	Hold	34	–	–	﹤0.01%	1861
2025 Q4	$2.75K	Hold	34	–	–	﹤0.01%	1905
2025 Q3	$2.79K	Hold	34	–	–	﹤0.01%	1892
2025 Q2	$2.62K	Hold	34	–	–	﹤0.01%	1871
2025 Q1	$2.73K	Hold	34	–	–	﹤0.01%	1824
2024 Q4	$2.51K	Sell	34 -2	-6%	-$157	﹤0.01%	1762
2024 Q3	$2.81K	Buy	36 +2	+6%	+$173	﹤0.01%	1560
2024 Q2	$2.98K	Hold	34	–	–	﹤0.01%	1499
2024 Q1	$2.94K	Hold	34	–	–	﹤0.01%	1424
2023 Q4	$2.89K	Hold	34	–	–	﹤0.01%	1394
2023 Q3	$2.58K	Hold	34	–	–	﹤0.01%	1436
2023 Q2	$2.69K	Hold	34	–	–	﹤0.01%	1387
2023 Q1	$2.46K	Buy	+34	New	+$2.26K	﹤0.01%	1358
2019 Q4	–	Sell	-200	Closed	-$11K	–	865
2019 Q3	$11K	Buy	+200	New	+$10.5K	﹤0.01%	574
2018 Q3	–	Sell	-23	Closed	-$1.09K	–	1074
2018 Q2	$1.09K	Buy	+23	New	+$1.04K	﹤0.01%	991
2018 Q1	–	Sell	-300	Closed	-$13.3K	–	1055
2017 Q4	$13.3K	Buy	+300	New	+$13.8K	﹤0.01%	576

Other funds holding OTTR

BTC

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MassMutual Private Wealth & Trust's OTTR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Otter Tail (OTTR) position steady in Q2 2026 at 34 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

MassMutual Private Wealth & Trust first reported a position in OTTR in Q4 2017 and has held it in 17 quarters since. The position peaked at $13.3K in Q4 2017. 107 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

MassMutual Private Wealth & Trust held 34 shares of Otter Tail worth $3.06K as of Q2 2026.
MassMutual Private Wealth & Trust left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1867 holding.
MassMutual Private Wealth & Trust first reported a position in Otter Tail in Q4 2017 and has held it in 17 quarters since.
MassMutual Private Wealth & Trust's Otter Tail position peaked at $13.3K in Q4 2017.
107 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.